Business & Wealth Planning
For business owners, personal estate planning and business planning are inseparable. The entity you operate through, the way you hold assets, and the succession plan you build today determine what your family inherits tomorrow.
- Align your business and personal estate
- Protect personal assets from business risk
- Plan succession before a crisis forces it
Free initial consultation. No pressure, just clear guidance.
Request your free consultation
Tell us a little about your situation. We follow up within one business day.
Why Business Owners Need a Different Approach
Business owners face planning challenges standard estate planning does not address: concentrated business interests, personal liability exposure, multi-state ownership, and succession gaps that can destroy a business when an owner dies or steps away. Without both a personal plan and a business plan, significant gaps remain that courts and creditors are happy to fill.
Travor Moses has served as General Counsel for large Los Angeles-based businesses and franchisees. He understands how business structure decisions ripple into personal wealth protection and estate outcomes.
For a business owner, personal and business planning are inseparable.
The entity you operate through and the succession you build today decide what your family inherits tomorrow.
Who Needs Business & Wealth Planning?
- Own or operate a business in any industry
- Have a business partner without a buy-sell agreement
- Plan to sell or transfer the business in the next decade
- Own the business with a spouse or family member
- Have a key employee critical to operations
- Face potential estate tax exposure on business value
- Need consistent legal guidance without in-house counsel
Work directly with Travor Moses
Travor Moses is an estate planning and elder law attorney licensed in Idaho, California and Florida. When you reach out, you work with him directly, not a call center or an intake queue.
He explains your options in plain language and builds a plan around your family and your goals, not a fill-in-the-blank template. Initial consultations are always free.
Meet TravorBusiness & Wealth Planning Services
From formation to succession, we structure the legal side of your business to protect what you are building.
Business Formation
LLC, corporation, holding company, and Series LLC structures that genuinely protect personal assets from business liability.
Learn more →Business Succession Planning
Family transitions, buy-sell agreements, and exit planning that protect value and ensure continuity.
Learn more →Estate Tax Planning
Federal estate tax strategies, gifting programs, and dynasty trusts for estates with tax exposure.
Learn more →General Counsel Service
Ongoing legal advisory for businesses and franchisees who need consistent guidance without in-house counsel.
Learn more →Build Your Business on Solid Legal Ground
Travor Moses brings a former General Counsel’s perspective to your business and estate. Start with a free consultation.
Frequently Asked Questions
A properly formed and maintained LLC or corporation creates a legal separation between business liabilities and personal assets. The entity must be maintained correctly with separate finances and proper documentation, or courts can pierce the veil and hold you personally liable.
A buy-sell agreement is a contract between co-owners that governs what happens to an owner’s interest if they die, become disabled, retire, or want to sell. Without one, a departing owner’s interest can pass to their heirs or an outside party, disrupting the business. If you have a co-owner, you need one.
The best time to start is at least five to ten years before any planned transition. Early planning allows time to restructure ownership, minimize tax, train successors, and ensure the business can operate without you.
Yes. Travor Moses has direct experience representing franchisees and multi-unit operators and understands the specific legal and structural issues they face.
Align Your Business and Your Estate
Your business and your personal wealth are one plan. Travor Moses offers free consultations to bring them together.