Estate Planning for Small Businesses
About the Book
This guide offers an in-depth exploration of the critical aspects of estate planning for small business owners—from understanding the risks of not planning and mastering key legal documents, to implementing effective succession plans and leveraging modern technology. With chapters dedicated to tax strategies, leadership transitions, and common pitfalls, the book provides a clear roadmap for protecting both your business and personal legacy.
Gentreo streamlines the estate planning process with specialized digital tools, customizable documents, and a secure digital vault that simplify managing your legal and financial affairs. By integrating expert guidance with user-friendly technology, Gentreo empowers you to confidently build and maintain a robust estate plan. Moreover, offering Gentreo as a benefit to your employees not only extends these critical resources to your team but also fosters a culture of proactive financial planning and long-term security across your organization.
