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First Step of Your Family Business Crisis Plan ... Exclusively
for Forum Members
An efficient review to assure short-term protection for your family
AND business (part of your ongoing estate planning process)
When a family business owner dies without a well thought out estate
plan, assets could be disposed in an improper manner, and that person’s
estate will likely be subject to excessive death taxes. This result
can have a devastating effect on your family.
Protect your family by conducting the Estate Planning Fire Drill.
The Fire Drill is an efficient method of identifying and correcting
significant problems, which might later create difficulties for
your family.
If you are presently starting or are already engaging in long-term
business and financial planning, you should complete the Fire Drill
now to obtain some immediate protection.
Identify the Problems
What would happen in the event of an unforeseen death/disability?
- How much will my family pay in
estate taxes?
- What assets will be used to pay the estate taxes?
- How will my estate be divided?
The Benefits
Insightful written and verbal report
- A clear understanding of your existing estate plan
- Quickly points out major problems that should be addressed
immediately
The Process
To facilitate the data gathering, please bring the following with
you to the initial meeting:
- The most recent asset inventory
- A copy of current will, trust and buy-sell agreement (if applicable)
- A copy of your most recent business financial statement
Call today to schedule your complimentary Estate Planning
Fire Drill, a benefit included in your Forum Membership Package.
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Estate Planning Fire Drill provided by:
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