z2020 Family Business Webinar: A Living Business Transition & Estate Plan: They Didn't Think They Could Afford It!
Date and Time
Wednesday Aug 26, 2020
10:00 AM - 11:30 AM CDT
Wednesday, August 26, 2020 10:00 am CST/ 9:00 am MST
Location
Personal Site Only
Fees/Admission
Free for members and $75 for non-members
Description
August 26, 2020
Family Business Webinars:
A Living Business Transition & Estate Plan: They Didn't Think They Could Afford It!
Presented by the Steffes Family and Schwan Financial
Eight years ago, the Steffes Family began working on transitioning ownership of Steffes Corporation to the third generation. They were concerned about how to cash flow it, minimize tax and prepare the next generation. It sounded too complex. As they worked with Schwan Financial Group (SFG), they learned this was possible through a Dynasty Trust. SFG’s process started with WHY TO PLAN instead of HOW and provided the clarity needed to take action. This webinar will feature lessons learned as fellow family business SFG guided the Steffes Family through planning that allowed continued management of the business without restrictions.
