Financial Services for Businesses

• Overview
• Business Owner & Executive Compensation Benefits
• Succession Planning
• Employee Benefits
• Retirement & Savings Plans
• Voluntary Insurance Through Payroll Deduction
• Retirement Distribution Planning
• Estate & Family Wealth Transfer Planning

Contact a Small Business Representative

Consult with a professional
Mutual of Omaha representative
about your small business needs.

Estate and Family Wealth Transfer Planning

You want the business and business assets that you've worked hard for to go to your heirs, not to pay for taxes or other expenses you didn't plan for. Here are some things to consider when it comes to passing your business to your heirs:

Estate Taxes

Federal estate and inheritance taxes often represent the greatest obstacle business owners face when passing on their business to the next generation.

Gifting

Transferring a business to the next generation is rarely an easy task. The gift and income tax consequences can be severe.

Wills and Trusts & Powers of Attorney

Many business owners ensure that their legacy remains intact when passing a business to their heirs by having key documents like a will, trust or power of attorney.

Charitable Planning

Many business owners underestimate the vast potential charitable planning can have for them. In addition to the income, estate and gift tax advantages, charitable planning can be structured to help effectively pass on a business.