Business Exit Planning

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Transferring Wealth to Children: A Primer for Business Owners

Both business owners and non-business-owning parents want to transfer a monetary legacy to their children, if possible. However, business owners are different in the tools they can use to transfer wealth.

Whether you own a business or not, the fundamental questions are the same:
1. How much wealth do you want to keep?
2. How much wealth do you want the kids to have, and how much is too much?
3. Which tools minimize the estate-and-gift-tax consequences of transferring wealth?

Business owners have to put those questions in the context of their Exit Objective" "How much money do I wish to have after I exit my business?"

Using Short-Term Key-Employee Incentives to Increa...
Transferring Your Company to Key Employees