Start with the questions.
A business can create estate-planning questions that go beyond personal property: ownership, management, succession, employees, records, and agreements. Business owners should gather the relevant documents and talk with the appropriate legal, tax, and financial professionals.
Questions worth bringing to a conversation
- Who could run or protect the business temporarily?
- Is there a succession plan or agreement?
- How does the business connect to your family’s broader goals?
You do not need every answer before you call.
Bring what you know. Jennie can help you organize the questions, understand possible next steps, and identify which licensed or qualified professional may be appropriate for your situation.
Estate Planning Answers is supported by a professional team that helps clients move from questions to action. Depending on your needs and location, services may include estate-planning and legal services through licensed attorneys, insurance services through licensed insurance professionals, investment services through appropriately registered or licensed financial professionals, and tax or benefits guidance through the appropriate professional. Availability and scope vary by state and individual circumstances. No particular legal, tax, insurance, investment, benefits, or medical outcome is guaranteed.