April 1, 2020
Lunch & Learn Webinar:
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.