Estate Equalization – Being fair to all

Large family 2You may have a business owner who has several children but only one works in the business and is interested in carrying on after the father passes, yet the parents wants to make sure each shares equally in their assets. If they really wants the business to continue and to have those children not involved in the business to continue in their chosen professions, it is imperative that he take the time now to equalize their inheritance in a way that it equitable for all of the children.

Here are some tools that can help:

Fact Finder for Small Business

Fact Finder for Small Business

Split the Business not the family

Splitting the business without splitting the family

Ensuring a Fair Inheritance for All Heirs

Ensuring a fair inheritance for all heirs


Lets discuss your Small Business Case.  Call 800.747.4445 or 361.993.3820