Estate Equalization and Family Businesses
{2 minutes to read} In this blog, I want to talk about the importance of estate equalization in family businesses. Many times, a husband and wife may own a closely held business. And let’s say they have two children, one is involved in the business, and one is not.
The planning challenge for people like this […]
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.