Estate & trust planning for businesses

We help protect your business, guide successful succession planning, and reduce tax burdens through smart, forward-thinking strategies.

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Preserve Your Business Legacy

Your business is one of your most valuable assets, and proper planning ensures it continues to thrive. Estate and trust planning for your business helps you prepare for ownership transitions, protect key assets, and create tax-efficient strategies that support long-term stability. Our team can assist with:

  • Structuring business succession plans

  • Minimizing estate and gift tax exposure for business assets

  • Coordinating ownership transfers

  • Preparing essential estate, trust, and gift tax returns

  • Integrating business goals with your personal financial plan

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Plan ahead for smooth transitions

At ATS Advisors, we do more than manage numbers. We build lasting partnerships designed to help you protect your business and plan ahead with confidence. Here’s what makes us the trusted choice for individuals and businesses across Michigan:

  • Personalized service for individuals and businesses
    Every client gets solutions tailored to their unique needs, no one-size-fits-all approach.

  • Transparent, upfront pricing
    Know what to expect, with clear, honest pricing from day one.

  • A responsive team that’s here for you
    Friendly, accessible professionals who are ready to answer your questions and support your goals.

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