Simple Steps for Exiting Your Business: Estate Planning January 10, 2021

This module discusses multiple future planning scenarios, including the difference between estate reduction, liquidity and equalization, and the planning documents needed to leave a lasting legacy. 

You'll learn:

  • What your estate plan should accomplish
  • Documents you’ll need
  • Important considerations to keep in mind


Key Topics


Sign up for SCORE emails to stay informed of new webinars and business resources. By selecting yes, you agree to receive email communications from SCORE. You can unsubscribe at any time.
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Estate Planning building blocks