Plan for the future of your business.
Someday, the business you’ve worked hard for could become your legacy. Creating a wealth transfer strategy that involves both estate and business planning helps ensure that both will transition as smoothly as possible when the time comes.
Business owner retirement planning
View PDFDesign your estate strategy.
Principal® can help you choose among numerous techniques for successfully transferring your estate.
Our trust and gifting strategies may help you:
- minimize the impact of taxes.
- equally distribute inheritances among your family. Learn more about inheritance equalization (PDF).
- maximize distributions between heirs, third parties, and charities.
Estate planning documentation workbook
View PDFTalk to a financial professional.
Talk to your financial professional to help you design an estate strategy. Don’t have one? We can help.
Find a financial professionalInsurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.
2611905-122022