Value Your Business
You've worked hard to establish your business and build a secure future for
your family. Your business is likely the most valuable asset in your estate.
The many issues involved in passing this asset can be resolved with an effective
estate plan. Unfortunately, statistics show two out of three family owned
business don't survive the first generation. Consider developing an estate
plan allowing you to protect you assets and make sure you control how they will
be distributed upon your death, disability or retirement.
Daniel V. Kill, MBA, ChFC®
Financial Services Representative
Princor Registered Representative
The three general concerns all business owners should take into
account when they develop their estate plan
- Who will take over the business?
- Who should inherit the business?
- Who will the IRS value your company?
"The best recommendation I can give you about developing an effective
estate plan is to start now," says Dan Kill financial representative of
the Principal Financial Group. "It's important that you involve all your
advisors to make sure every aspect of the plan is well accepted and funded and
that all important estate tax issues are covered and worked to you advantage"
For more information on how Dan and his team can help Upper Michigan Financial
Services at 906-228-3100
Sincerely,
Daniel V. Kill | 
