Estate Equalization for Business Owners
70010-AM-Estate-Equalization-Business-Owners
Published: July 25, 2021
Tracking Code: 70010
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Business owners are a common candidate for estate equalization because assets are often tied up in their business. When they have multiple children with varying levels of involvement in the business, life insurance can help make bequests equal AND keep the business intact.

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