Inheritance equalization is an estate planning strategy designed to help business owners evenly transfer their assets to business and non-business heirs.
Closely held business and farm/ranch owners may have a majority of assets tied up in the business. One or more heirs may also be employed by the business. An inheritance equalization strategy, using life insurance, can provide for the non-business heirs while keeping the business intact for the heirs continuing the business. If you are interested in continuing the success of your business, our experts are here to help you with it.