Estate Planning Secrets Rock Business Owners' Financial Future

Real-World Examples and Statistics

According to a survey by the National Association of Estate Planners & Councils, only 56% of business owners have an estate plan in place, leaving a significant portion vulnerable to unnecessary taxes and legal challenges³. Moreover, the Small Business Administration highlights that effective estate planning can save families up to 40% in estate taxes, underscoring the financial benefits of proactive planning⁴.