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Strategies for Business Owners - A Summary
There are many strategies to assist business owners to meet these estate-planning concerns. Below is a summary outlining three such strategies: the Key Person Insurance, a Section 162 Executive Bonus plan, and the Buy-Sell Agreement. (For further details, please ask for specific information.)
I DO NOT GIVE LEGAL, TAX, OR ESTATE PLANNING ADVICE. THE INFORMATION GIVEN HERE REFLECTS OUR
UNDERSTANDING OF CURRENT LAWS AND REGULATIONS. THESE STRATEGIES MAY NOT BE APPROPRIATE
FOR ALL. BUSINESS OWNERS AND PROSPECTIVE CLIENTS SHOULD ALWAYS CONSULT THEIR LEGAL, TAX,
OR ESTATE PLANNING ADVISOR(S) ON THEIR SPECIFIC SITUATION.
Tags: 162, agreement, business, buy/sell, cross, education, estate, insurance, key, legal
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