For many people, estate planning is a collection of documents (Wills, healthcare proxies, powers-of-attorney) that help their loved ones better manage after they are no longer here. For a business owner like yourself, your estate plan must be more because the value of the business – likely your largest asset -- is also included in your estate. This can make estate planning a critical component of your exit strategy. Simple Steps for Exiting your Business: Part 3 – Estate Planning helps business owners understand what their estate plan should consider: Estate reduction Estate liquidity Estate equalization Business value
Speaker(s): Jonathan Mabb, Financial Services RepresentativeJeremy Cook, Certified Financial Planner
Fee: No Cost
