Why Bother With
Family Business Estate Planning?

It's easy to ignore the need for estate planning in your family business. Excuses for postponing estate planning for family businesses are easy to manufacture: It might distract from running the business. It might create bad feelings. And so forth. But family business estate planning has a huge upside.

Unite the family, maintain a legacy and create success for all

Keep the family culture in a corporate business

Family Business Estate Planning requires a comprehensive plan; a crash program won't work.

Since 1980, Hubler Family Business Consultants has helped large and small family businesses find economic peace of mind.

Forge real answers to the five key areas of an ownership plan.

1. Determine if the next generation will be in the business
2. Create economic security for the senior generation

• Systematic ownership exit plan
• Best way to liquefy the asset

3. Devise equitable treatment among the children
4. Minimize estate taxes
5. Develop family awareness so that everyone is at peace with the plan

We can also refer you to experts in these financial and legal issues associated with family business estate planning:

Interim and long-term planning

Family ownership restructuring

Governance

Ownership transfer

Stock transfers

Distribution policy

Executive benefit consulting

Wealth preservation

Estate planning

Asset protection

Tax planning and minimization

Insurance and investment advice

The future will be here before you know it. We can help you with estate planning for your family business. Email us, call us at 612.375.0640, or fill out our contact form.