The Importance of Post-Mortem Planning for Business Owners
Hauser Wood Ma Jorgenson Wealth Advisory Group - Jun 17, 2022
Post-mortem strategies are essential in helping a business owner reduce tax at death. If no strategies are implemented, a shareholder’s estate and/or beneficiaries will face double and even possible triple taxation.
Post-mortem strategies are essential in helping a business owner reduce tax at death. If no strategies are implemented, a shareholder’s estate and/or beneficiaries will face double and even possible triple taxation. In this video, BMO Estate and Insurance Advisor Nina Wood, explains why life insurance is a vital part of a post-mortem plan for business owners and how it can augment and provide liquidity to a post-mortem plan.
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