Exiting Your Business - Part 3: Estate Planning

Event description

The statistics on businesses surviving through multiple generations are staggering. Just making it through the second generation is a milestone event for a business. Making it through the third generation is rare and making it to the fourth generation is almost unheard of. The good news is business owners can buck these trends with proper planning. This 3-part series workshop, developed by MassMutual and SCORE, will help you plan for the next stage for your business, for yourself, and for generations to come.

Ultimately, this workshop will culminate discussing multiple future planning scenarios, including the difference between estate reduction, liquidity and equalization, and the planning documents needed to leave a lasting legacy. It is never too early to start planning ahead!