Reduce Exposure While Maintaining Control: The Estate Planning Strategies of Savvy Business Owners

Discover three popular strategies used today by business owners seeking to move business interests from their estate into entities that directly benefit their heirs.

Sizable business interests may bring with them significant estate tax ramifications. With a thoughtful estate plan, however, a business owner and their family can work to significantly mitigate these liabilities.

Discover three popular strategies used today by business owners seeking to move business interests from their estate into entities that directly benefit their heirs. While each is different, the end goals remain the same — reducing estate tax exposure, maintaining control of the business, and maximizing the amount of wealth passed on to beneficiaries.

Download PDF

Wealth management services are offered by MB Financial Bank, N.A. and its wholly owned subsidiary MSA Holdings, LLC (“MSA”) through MSA’s subsidiaries MainStreet Investment Advisors, LLC (“MainStreet”) and Cedar Hill Associates, LLC (“Cedar Hill”), collectively “MB.” MainStreet and Cedar Hill are Registered Investment Advisors with the Securities Exchange Commission.

The information in this article has been obtained from sources deemed reliable; however, we do not guarantee its accuracy. This information is not intended to be legal, investment or tax advice and should not be relied upon. MB and its affiliates do not provide legal or tax advice. You should review your particular circumstances with your legal and tax advisors. MB makes no express or implied representation or warranty and accepts no liability for any loss (whether direct or consequential) arising from any use of this document. MB takes no responsibility for any errors or omissions which may be contained in the document. 

Any investments purchased or sold are not deposit accounts and are not endorsed by or insured by the Federal Deposit Insurance Corporation (FDIC), are not obligations of MB Financial Bank, N.A., are not guaranteed by MB Financial Bank, N.A. or any other entity and involve investment risk, including possible loss of the principal amount invested.