Wills for Business Owners

đź“’ 7 Key Steps to Protect Your Business and Family

October 18, 2024

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A Will ensures that your wishes are carried out when it comes to your assets, including your Business.

Without one, the law decides how your assets are divided, which can lead to family disputes, business complications, and even tax burdens.

We’ve written this blog post to share 7 key steps you should consider as a Business Owner when creating a Will.

In this in-depth blog post we cover:

  • Step 1: Inventory Your Assets (Business and Personal)

  • Step 2: Choose Beneficiaries and Alternate Beneficiaries

  • Step 3: Name an Executor

  • Step 4: Plan for Business Succession

  • …and more!

So let’s dive in and click on the link above to read the full blog post on our website.

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