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Fundamental Estate Planning for Business Owners

If you are a business owner, there is much more to consider during the estate planning process. Business owners should first tackle fundamental estate planning issues such as executing an appropriate will and trust before turning to more advanced succession issues. A business owner with a unique family situation needs a well-constructed will and trust to answer questions like "Who gets what and when?"

To minimize family conflict, business owners typically need to use a combination of estate planning solutions. Our Business Advisory Services team shares their thoughts on the fundamental issues when it comes to estate planning for business owners, including whether or not to treat children identically.