Plan for the future of your business.
Someday, the business you鈥檝e 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.
Business owner retirement planning
Design your estate strategy.
Principal庐 can help you choose among numerous techniques for successfully transferring your estate.
Our trust and gifting strategies may help you:
- minimize the impact of taxes.
- equally distribute inheritances among your family. .
- maximize distributions between heirs, third parties, and charities.
Estate planning documentation workbook
Talk to a financial professional.
Talk to your financial professional to help you design an estate strategy. Don鈥檛 have one? We can help.
Find a financial professionalInsurance products issued by 海角社区National Life Insurance Co. (except in NY) and 海角社区Life Insurance Co. Plan administrative services offered by 海角社区Life. 海角社区National and 海角社区Life are members of the 海角社区Financial Group庐, Des Moines, IA 50392.
2611905-122022