Estate Planning for Entrepreneurs and Business Owners
Integrating Business Strategy and Legacy Planning
For entrepreneurs, estate planning is about protecting what you’ve built and ensuring the value you’ve created transitions smoothly, with strategies that are tax-efficient, protected from creditors, and designed for control and clarity.
Covello Tax Law focuses on the intersection of business ownership and estate planning strategy. We structure plans that manage liquidity from major events, coordinate ownership transitions, and reduce estate, gift, and income tax exposure, all while maintaining control and clarity.
Business Ownership and Succession Planning
We help founders and family-owned businesses design structures that ensure continuity and protect stability through ownership transitions.
Tax-Efficient Family Structures
We create tax-efficient vehicles, including trusts and family investment entities, that align with your goals and preserve value for future generations.
What Entrepreneur-Focused Estate Planning Includes
Liquidity and Wealth Preservation Strategies
After a sale or liquidity event, we develop integrated plans that manage new wealth while minimizing unnecessary taxes.
Coordination With Advisory Teams
We collaborate with financial advisors, accountants, and estate attorneys to ensure every piece of your plan functions as one cohesive strategy.
Why Clients Choose Covello Tax Law
Flat and Predictable Fees
Our clients prefer certainty in their business and in their costs. We scope as much as we can as flat fee billing. No surprises or hourly runups.
Technology-Enabled Service
We leverage technology to answer clients’ questions quickly and streamline the sometimes antiquated planning process.
Strategic, Not Cookie-Cutter
We focus on structure, continuity, and efficiency, creating plans that are personal in purpose but strategic in design.
Built for Entrepreneurs
Our clients are founders, investors, and business owners whose wealth is tied to their companies. We help them plan for the future while staying focused on what matters now.
Integrated Tax, Business, and Estate Expertise
Our approach combines advanced tax planning and business acumen with practical estate strategy, aligning immediate needs with long-term goals. We focus on structure, clarity, and control, not complexity.
Plan Your Legacy With Clarity
Whether you’re preparing for succession, planning a liquidity event, or aligning your estate with your business goals, we help you protect what you’ve built and plan confidently for what comes next.
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
