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

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

Important Information

For financial professional use only.


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