Someday, the business you’ve worked hard for could become your legacy. Creating a wealth transfer strategy that involves both estate and business planning helps ensure that both will transition as smoothly as possible when the time comes.
Design your estate strategy.
Principal® can help you choose among numerous effective techniques for successfully transferring your estate.
Our trust and gifting strategies can help you:
- Minimize the impact of taxes
- Equally distribute inheritances among your family
- Maximize distributions between heirs, third parties, and charities
Talk to your financial professional to help you get started.