Estate Planning for the Business Owner, Part 1: The Business Owner as a New Client
By EsqSocial Corporation 19/04/24
For most business owners, the business is the most valuable item on their balance sheet. From an estate planning perspective, the equity in the business is also often the best asset to use for lifetime transfers to pass value (and future appreciation) out of the taxable estate. Before an estate planner can effectively provide guidance on the planning opportunities for the business, he or she will need some background information about the business....
By: Blank Rome LLP