Free Guide
Estate Planning for Los Angeles Business Owners
Why business ownership makes estate planning more complex — and how to get it right.
What’s Inside
- Why business ownership changes the planning problem: valuation, succession, and liability
- How business interests go into a trust — LLCs, S-corps, and sole proprietorships
- Buy-sell agreements and your personal plan: making the documents agree with each other
- Federal estate tax planning (~$13.61M exemption) and the sunset risk
- The six most common business-owner estate planning mistakes
This guide is for general informational purposes and does not constitute legal advice. For guidance on your specific situation, contact Trust Advisor directly.
