Why You May Need Both – Business Succession Plan and Estate Plan

Estate Planning - IHP Advisors

Business succession planning should solidify the continuity structure for your business, whatever your wishes may be, while estate planning allows the opportunity to carry out your wishes for all of your assets (business and otherwise) during your lifetime, during a period of incapacity, and after your death.

Read the Full Article: https://www.northbaybusinessjournal.com/article/opinion/why-you-may-need-both-business-succession-and-estate-planning/

If you need assistance in putting together a business succession plan and/or an estate plan, please schedule a no-cost consultation. Find a time below that works best for you

Disclaimer: The views expressed within the above post are the views of the poster alone. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, the discussions presented may not be appropriate. Please consult a licensed financial advisor and/or tax professional before investing in any financial instrument.

Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions, and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring an immediate attention, contact me at mike@ihpadvisors.info or 801-341-8416.

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