The Role of Estate Planning in Your Business Exit Strategy

Consider balancing your estate so your money goes where you want, not where others tell you it needs to go...

How Should I Use Estate Planning in Developing My Exit Strategy?

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This FREE eGuide answers the following questions:

  • How Do You Ensure Your Wealth is Transferred Correctly?
  • What are the 2 Options Regarding Estate Taxes?
  • What is the Significance of a Business Succession Plan?

Content:

  • Guiding Your Wealth to Where You Want It to Go
  • Planning for Your Legacy
  • Legacy Planning: Your Business's Future
  • Slaying the Tax Dragon and Preparing Your Family for Wealth
  • Keeping Your Family Intact with Proper Estate Planning
  • How SVA Can Help

There are many questions that need to be asked and answered during exit planning.  This eGuide will help you be prepared to tackle these issues head-on. Just fill out the form to receive the instant download!

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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