Estate Planning for the Small Business Owner

Monday, December 18, 2023 (12:00 PM - 1:30 PM) (EST)

Description

While an estate plan is important for everyone, it is especially important for small business owners. Planning allows one to dictate what will happen with their business after they die or are no longer able to manage it. It can help avoid excess taxes and debts and facilitate the business's continued success. Whether you are needing to start your own plan, or want to provide more value to your clients, join us for a discussion of special considerations for estate planning for business owners. Along the way we will touch on some unique needs of solopreneurs, partnerships, family-run businesses, farmers and ranchers, and property investors.
Zoom
Link will be emailed by 5pm the day prior and 1 hour prior to the benining of class.
Event Contact
Melody Kassay
863-294-3163
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Monday, December 18, 2023 (12:00 PM - 1:30 PM) (EST)
INSTRUCTOR: Denise Tessier
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