Estate Planning Strategies for Small Business Owners | Ohio

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Course Description

Ohio Course Approval Number: 58667

This course is approved in the State of Ohio until December 31, 2018.

This course represents 4 Credit Hours of State Certified Continuing Education.

Estate Planning Strategies for Small Business Owners

An estate and succession plan, fully funded with life insurance, ensures security and peace of mind. Consider some of the advantages:

  • Provides liquidity
  • Minimizes estate shrinkage
  • Equalizes inheritances
  • Funds trusts and other asset management vehicles
  • Creates wealth and income for survivors

Because most business owners are not well diversified, they have unique planning needs. Often the business is not only the largest estate asset, it’s the family’s primary source of income. That is why estate planning, succession planning, and life insurance are inseparable.

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