#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.

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

Price: $59.00 | Pages: 39

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