Estate Planning Insights for Business Executives and Owners

Business Owner's Estate Planning Guide - Mercer Advisors

Succession planning, estate taxes, and the smooth transition of ownership from generation to generation are among the key factors to consider.

Before You Sell the Family Business: Valuable Estate Planning ...

What should be front of mind when planning to sell your business? BBH Senior Wealth Planners Ali Hutchinson and Karin Prangley review some ...

Estate Planning for Business Owners: A Comprehensive Guide

Estate planning is a crucial aspect of wealth management for business owners, ensuring that personal wealth and business assets are ...

Why Estate Planning Is Important | Commerce Trust

A wealth management team working on your behalf will help guide you through the important considerations and can ensure your plan is structured ...

Small Business Owners: A Guide to Estate Planning

Remember, liquidity is king when it comes to estate taxes. Don't leave your heirs asset-rich but cash-poor. Digital Asset Management in Estate Planning. In ...

Estate Planning for Your Real Estate Business: Tips to Preserve Value

Real estate business owners face market volatility and rising costs, requiring complex estate planning for long-term wealth and smooth ...

Estate Planning for Business Owners: 10-Step Guide - 360 Financial

A succession plan is essential for ensuring the smooth transition of business ownership and management. Creating a succession plan involves ...

Family and Closely-Held Business Planning | Private Wealth Insights

One of the challenges facing owners of closely held businesses is how to preserve their business legacy in the event of their death. The federal estate tax, ...

Estate Planning for Business Owners | Consideration & Tools

Business estate planning involves deciding and arranging how business assets should be distributed or utilized after the owner's death.

Why is Estate Planning Important for Your Business? - LinkedIn

It allows for a smooth transition of ownership and management to designated successors or beneficiaries. No alt text provided for this image. 3.

Estate Planning for Entrepreneurs and Business Owners

An estate plan should have clear operating instructions and accompanying legal documents that foster business continuity. Your talents are what ...

Five Reasons Business Owners Need Estate Plans

Arguably the most important reason to complete your estate plan is to firmly establish your legacy for your loved ones by leaving guidance about how to run your ...

Estate Planning for Corporate Executives

Effective estate planning can help corporate executives to navigate the complexities of their compensation structures, such as stock options and ...

Estate Planning Issues Facing Business Owners and Entrepreneurs

Estate planning goes beyond the mere transfer of assets upon your death. It's about preserving the continuity of your business, mitigating tax ...

Tips for How to Factor Your Business Interests into Estate Planning

Even without privately owned business interests, estate planning can be a complex process that requires individuals to consider current tax laws ...

Estate Planning for the Corporate Executive (Portfolio 808)

In regards to the special concerns of owners of closely-held businesses, this Portfolio considers buy-sell agreements and the opportunities to pay an estate tax ...

AI, estate planning, and succession concerns weighing on private ...

On a related note, business owners are focusing their attention on generational wealth planning. The survey revealed 91 percent of business ...

Principal® Business Owner Insights

These insights give an inside look into what SMB owners are doing and provides benchmarks for them to create priorities and an action plan.

Estate Planning for Business Owners - SmartAsset

Estate planning can take on a new dimension when you own a business. Not only do you need a strategy for managing personal assets but you ...

Financial Planning for Successful Business Owners

Critical business news, thoughtful analysis and valuable strategic insights for business leaders in the growing Cedar Rapids / Iowa City ...