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Retention of the Business Interest for the Family

Many business owners have a family member who is both capable and willing to continue the business at an owner's death or disability.

Without proper advance planning, however, the funds needed to retain the business for the family may not be available, and the only alternatives may be to sell or liquidate the business.

When the objective is to retain the business interest for the family at an owner's death or disability, funds may be needed:

  • To pay estate taxes and other estate settlement costs.
  • To continue an income to the disabled owner or surviving family.
  • To equalize inheritances among heirs.
  • To provide additional working capital during the transition to new business management.

Please call us at (800) 925-2050 or Schedule an Appointment with us today to discuss your situation.

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