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Inheritance Equalization

Inheritance equalization is an estate planning strategy designed to help business owners evenly transfer their assets to business and non-business heirs. Closely held business and farm/ranch owners may have a majority of assets tied up in the business. One or more heirs may also be employed by the business. An inheritance equalization strategy, using life insurance, can provide for the non-business heirs, while keeping the business intact for the heirs continuing the business.

Inheritance equalization:

  • Treats all of your heirs equitably at your death, regardless of their involvement in the business.
  • Is utilized by an irrevocable life insurance trust, owned by the heirs, or owned by the business owner depending on goals and objectives.

Get started by reviewing the Inheritance Equalization Overview for more details. (BB9638)

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