Creating a wealth transfer strategy that involves both estate and business planning helps ensure that both will transition as smoothly as possible.
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.
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.
Talk to your financial professional to help you design an estate strategy. Don’t have one? We can help.