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"CREATIVE LIFE INSURANCE PLANNING FOR FAMILY BUSINESSES" [2019] ELECD 1432; in Zwick, A. Gary; Jurinski, J. James (eds), "Tax and Financial Planning for the Closely Held Family Business" (Edward Elgar Publishing, 2019) 360

Book Title: Tax and Financial Planning for the Closely Held Family Business

Editor(s): Zwick, A. Gary; Jurinski, J. James

Publisher: Edward Elgar Publishing

Section: Chapter 12

Section Title: CREATIVE LIFE INSURANCE PLANNING FOR FAMILY BUSINESSES

Number of pages: 45

Abstract/Description:

This chapter explores the types and uses of life insurance in planning for closely held and family businesses. Even with the estate and gift tax exemptions getting large enough that many small business owners will not owe transfer tax, life insurance is an essential part of succession and retirement planning for family and closely held businesses and their owner operators.


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