#27: Your Family's Role in Business Continuity and Succession Planning

Objective: To Help You Prepare Your Business for Transfer or Sale

Questions answered in this Resource Report:

• What are the Four Steps for an orderly transfer or sale of the business?
• Who will take over at my death or retirement: an outsider, company executive, or a member of my family?
• What are the ways to transfer and sell my ownership position?
• What should I do today to plan for my estate, retirement, and save taxes?
• What information should I prepare now for my successor and heirs?
• What about continuance of my salary, medical, disability, and life insurance benefits, and a Deferred Compensation Plan?
• What about an Interim Management Agreement?

Other topics: How to prepare a family roadmap...valuing the business...use of discounts to lower the value...use of a Credit Shelter Trust to reduce taxes...estate and tax alerts and cautions...gifts, limits, exemptions, trust options and cautions...gifting today vs. through your Will...types of joint ownership and considerations...preparation and revision of a Will, Living Trust, Durable Power of Attorney, Health Care Proxy...guardianship of minors...how to avoid distribution mistakes to heirs...how to select the right executor/executrix for your family and business.

Price: $59.00   |   Pages: 39