EY’s Estate Planning Toolkit for Business Owners: Building and Preserving Your Wealth (PDF eBook)
EY’s Estate Planning Toolkit for Business Owners: Building and Preserving Your Wealth (PDF eBook)
Protect your business, your family, and your legacy with practical estate planning guidance designed specifically for business owners. While estate planning decisions should be made in consultation with qualified legal, tax, and other professional advisors, business owners who understand the planning process are better equipped to identify issues, evaluate options, and participate in those discussions. Written in clear, accessible language, this toolkit provides an overview of the key estate planning considerations facing business owners and offers practical guidance to help them develop, implement, and maintain an effective estate plan.
Key features
Key features
Estate planning roadmap: A structured framework that helps business owners understand the estate planning process, identify key issues, and navigate discussions with their professional advisors.
Holistic planning approach: Covers the legal, tax, financial, risk
management, and personal considerations involved in developing and maintaining an effective estate plan, including succession planning, wills and trusts, tax planning, insurance and asset protection, retirement planning, and legacy preservation.
Practical examples: Realistic examples illustrate how estate planning strategies apply in common business and family situations.
Checklists and planning tools: Action-oriented checklists help to identify issues, gather information, and stay organized throughout the estate planning process.
Plain-language explanations: Clear explanations of legal, tax, and estate planning concepts make complex topics easier to understand and discuss with professional advisors.
Easy navigation: Linked table of contents entries and in-text links make it quick and easy to locate information and move between related topics.
Content
Content
Table of contents:
Introduction
Chapter 1 – Your roadmap to successful estate planning
Part I – Your business planning
Chapter 2 – Business structures
Chapter 3 – Business ownership agreements
Chapter 4 – Income maximization and splitting
Chapter 5 – Lifetime capital gains exemption
Chapter 6 – Business succession planning
Part II – Your legal planning
Chapter 7 – Power of attorney for property
Chapter 8 – Planning your will
Chapter 9 – Trust solutions
Part III – Your tax planning
Chapter 10 – Tax planning: Avoiding the common pitfalls
Chapter 11 – Retirement pension plans
Chapter 12 – Tax situation at death
Part IV – Your risk planning
Chapter 13 – Insurance planning
Chapter 14 – Protecting your assets
Part V – Your personal planning
Chapter 15 – Wealth creation
Chapter 16 – Managing the transition from business to retirement
Chapter 17 – Power of attorney for health care/personal care
Chapter 18 – Probate planning
Chapter 19 – Your final wishes
Chapter 20 – Charitable giving
Chapter 21 – Estate planning tips and traps
Additional information
Additional information
Language: Publication available in English only.
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