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Simple Steps for Exiting your Business: Part 3 – Estate Planning – 8/24/2022
Wednesday, August 24, 2022 @ 10:00 am - 11:00 am
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 reductionEstate liquidityEstate equalizationBusiness value
Speaker(s): Jonathan Mabb, Financial Services RepresentativeJeremy Cook, Certified Financial Planner