Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.
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Secure Your Business Legacy With Smart Estate Planning
Business owners should prioritize estate planning to protect their company, assets, and legacy in case of death or incapacitation. Unlike personal assets, businesses have complex ownership structures and key relationships that could be at risk without a clear succession plan. A well-crafted estate plan designates successors, outlines asset distribution, and ensures smooth operations, reducing conflicts among heirs or partners. ACTEC Fellows provide expert strategies on trusts, asset protection, and wealth transfer, helping business owners safeguard their legacy and maintain long-term stability.
Gift Tax, the Annual Exclusion and Estate Planning
Understand when gift tax comes into play, how the age of the recipient impacts gift tax, efficient ways to transfer property, the annual exclusion and more from experts.
Estate Planning Considerations for Small Business Owners
Small business owners need to plan for the transition of their company in their estate plan. Learn about the impact of state laws and how to plan for estate taxes.