As we have discussed in the past Exit Planning Review™ articles, there are six
critical questions that owners need to answer when creating an estate plan that
supports an overall comprehensive Exit Plan. These questions include:
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How can I provide for an equitable distribution of my estate among my
children?
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Who should control and eventually own the family business?
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How can I use my business to help fuel the growth of my estate outside
of my business interests?
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How do I provide for my family’s income needs, especially those of my
spouse and dependent children, after my death?
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How can I help preserve my assets from the claims of creditors during
my lifetime and at my death?
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How can I work to minimize estate taxes?