Menu for the “Business by the Numbers” section.

Introduction to Estate Planning

Are your heirs and business protected against Uncle Sam and tax liabilities?

Most people think estate planning is only for the very wealthy.  But, it’s especially important for business owners, since a significant portion of your estate –your family’s source of income after your death – is tied to the business. 

Without proper planning to protect your heirs, your death could result in a significant tax liability, which can lead to negative cash flow or even insolvency.  Don’t let your legacy and everything you have worked so hard to build be lost to taxes. 

3 Steps to Protecting Family and Business with Estate Planning:

  • Plan for Asset Distribution  
  • Implement Strategies to Reduce Taxes and Estate Settlement Costs
  • Fund Remaining Debts, Taxes, and Expenses

Contact a Penn Mutual Financial Advisor who can help you determine your needs and choose the right solutions for your business. All information will remain strictly confidential.

Penn Mutual Sitemap

Business by the Numbers
Life Insurance for Business
Annuities for Business
Business Consulting Services
Tools & Resources