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Retirement Planning Business Owners

Hours Updated onMarch 31, 2025 Categories Vancouver
Retirement Planning for Vancouver Business Owners with Vest Estate Lawyers

Are you a business owner in British Columbia, who has been so focused on running your company that you’ve neglected to plan for your retirement? Don’t worry, you’re not alone. Many business owners find themselves in this situation, but it’s never too late to start planning for your golden years. At Vest Estate Law, our team of experienced professionals are here to help you navigate the complexities of retirement planning and ensure that you and your family are financially secure.

Why Retirement Planning is Crucial for Business Owners

As a business owner, you may assume that your company will provide you with a comfortable retirement. However, this is not always the case. Without proper planning, you could find yourself short on funds when it comes time to retire. That’s why it’s essential to start planning early and to work with a team of experts who can help you create a comprehensive retirement strategy.

How Vest Estate Law Can Help You Plan for Retirement

At Vest Estate Law, we understand the unique challenges that business owners face when it comes to retirement planning. Our team of experienced lawyers will work with you, and your accountant and financial team to create a customized plan that takes into account your specific needs and goals. We will help you:

  1. Determine your ideal retirement lifestyle and calculate the financial requirements to support it
  2. Analyze the value of your current assets, including your business and personal investments
  3. Factor in potential sources of retirement income, such as pension plans and investments
  4. Estimate your life insurance, medical, and long-term disability needs
  5. Identify any shortfalls between your current assets and your retirement goals
  6. Explore options for addressing these shortfalls, such as selling your business or creating a succession plan

Key Considerations for Business Owners in Retirement Planning

When planning for retirement, there are several key factors that business owners need to consider. These include:

  1. Savings and pension plans: While these may not fund your entire retirement, they can be an important source of income.
  2. Disability and life insurance: Protecting yourself and your family in the event of an accident or untimely death is crucial.
  3. Passive income assets: Creating a steady stream of income through investments can help fund your retirement lifestyle.
  4. Lifetime capital gains exemption: Understanding the tax implications of selling your business is essential to maximize your retirement funds.

Comprehensive Retirement Planning Services

At Vest Estate Law, we offer a wide range of retirement planning services to help business owners achieve their goals. Our services include:

  • Family trust planning and consultation
  • Succession planning and consultation
  • Retirement planning and consultation
  • Estate planning and consultation
  • Inheritance advice and guidance
  • Business succession and consultation

Our team stays up-to-date on all relevant business and tax legislation, so you can be confident that your retirement plan is compliant and effective.

Take Control of Your Retirement with Vest Estate Law

Don’t leave your retirement to chance. Take control of your future by working with the experienced team at Vest Estate Law. We’ll help you create a comprehensive retirement plan that meets your unique needs and goals, so you can enjoy a worry-free retirement. Contact us today to schedule a consultation and start planning for your golden years.

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Our Vancouver intake staff are standing by to help you. Call (604) 256-7152 [toll free 1 (877) 415-1484] or contact us online to schedule an appointment.

We also have a dedicated intake form to help you get the ball rolling. Our intake team will review your specific case and advise you on the next steps to take, as well as what to expect moving forward.

Our Vancouver office is open 8:30 a.m.—4:30 p.m., Mon—Fri.

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Myron Plett - Vest Estate Law

Myron Plett

WILLS and ESTATES LAWYER

Myron is a seasoned litigator with nearly twenty years of experience and a broad range of skills that has led to significant successes in the Provincial Court of British Columbia, the Supreme Court of British Columbia. He has also taken his clients to victory before tribunals such as the Residential Tenancy Branch and the BC Human Rights Tribunal.

  • Learn More About Myron
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Wills / Estate Planning

Estate Administration (for Executors and Administrators)

Includes all aspects of finalizing an estate, dealing with the assets and debts of an estate and distribution to beneficiaries.
Many personal representatives (executors) request that estate administration lawyers administer the estate for them.

Estate Litigation (Dispute Resolution)

Estate litigation includes dispute of a will,  making a claim against the estate as a spouse of the deceased, disinheritance, or if you think there has been undue influence in the process of making a will.

Our estate litigation lawyers act for personal representatives (executors), administrators, beneficiaries, spouses and adult interdependent partners (“AIP”) of a deceased individual.

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  • Areas of Estate Law
    • Estate Administration
      • Grant of Administration
    • Estate Planning
      • Enduring Power of Attorney
      • Personal Directives
      • Will Planning
    • Estate Litigation
      • Contesting a Will
      • Elder Law
      • Estate Mediation
      • Estates & Trusts
      • Guardianship & Trusteeship
    • Grant of Probate
    • Advanced Care Planning
    • Business Owner Retirement Planning
    • Business Succession Planning
    • Charitable Giving
    • Digital Assets Upon Death
    • Testamentary Trust
  • Locations & Team
    • Meet Your Team
    • Locations
    • Contact Us
  • Knowledge Centre
    • Alberta Family Law
    • Estate Planning Info
    • Wills Deep Dive
    • Estate Administration
    • Probate Help
    • Calgary Articles
    • Edmonton Articles
    • Vancouver Articles