{"id":3480,"date":"2025-02-02T17:54:00","date_gmt":"2025-02-02T23:54:00","guid":{"rendered":"https:\/\/www.connerash.com\/blog\/?p=3480"},"modified":"2025-02-18T10:05:23","modified_gmt":"2025-02-18T16:05:23","slug":"slicing-the-inheritance-pie-2","status":"publish","type":"post","link":"https:\/\/www.connerash.com\/blog\/slicing-the-inheritance-pie-2\/","title":{"rendered":"Slicing the Inheritance Pie"},"content":{"rendered":"\n

ASSET RICH, CASH POOR<\/h3>\n\n\n
\n
\"\"<\/figure>\n<\/div>\n\n\n

Let’s say you own a $2 million business, which you intend to pass to your daughter. But, you also have a son who isn’t involved in the business and doesn’t want to be a future part of it. How do you fairly treat family members who aren’t involved with the business when other family successors inherit your company?<\/p>\n\n\n\n

ESTATE EQUALIZATION<\/h3>\n\n\n\n

You could have your heir who won’t be in the business inherit an equal amount of other assets and cash. What, however, do you do if your portfolio is asset-rich but cash-poor? With sufficient time and careful investing, you could sock cash into an account you will use to equalize your estate.<\/p>\n\n\n\n

Or, you could buy a life insurance policy with a $2 million death benefit going to your son as beneficiary, while your daughter becomes beneficiary of your company.<\/p>\n\n\n\n

Talk to you legal and tax professionals to learn how you might structure an estate equalization approach that works for every family member.<\/p>\n","protected":false},"excerpt":{"rendered":"

ASSET RICH, CASH POOR Let’s say you own a $2 million business, which you intend to pass to your daughter. But, you also have a son who isn’t involved in the business and doesn’t want to be a future part of it. How do you fairly treat family members who aren’t involved with the business … <\/p>\n

Continue reading “Slicing the Inheritance Pie”<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[280,39],"tags":[],"class_list":["post-3480","post","type-post","status-publish","format-standard","hentry","category-inheritance","category-newletters"],"yoast_head":"\nSlicing the Inheritance Pie - Conner Ash<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.connerash.com\/blog\/slicing-the-inheritance-pie-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Slicing the Inheritance Pie - Conner Ash\" \/>\n<meta property=\"og:description\" content=\"ASSET RICH, CASH POOR Let’s say you own a $2 million business, which you intend to pass to your daughter. 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