Nine out of ten successful entrepreneurs have an estate plan, according to a recent survey. Unfortunately, 85% of those estate plans are over five years old.
Due to changing tax laws, that means most of these entrepreneurs have estate plans that are out of date. That could mean missed tax savings or unforeseen tax liabilities.
To ensure you are not one of those nine entrepreneurs, we recommend scheduling an estate planning conference with our office. During that conference, we will review and discuss your entire financial situation, your business, and your wishes regarding disposition and management of all your assets when you die or if you become disabled.
Read more in this October 9, 2017 article from Forbes: Most Successful Entrepreneurs Have Out of Date Estate Plans.