Estate Equalization

One of the challenges for a business or large estate is how to equalize the distribution of assets among the beneficiaries or heirs. As an example, what if one beneficiary wants to own and operate the family business (where the bulk of the net worth may be), yet the other 2 siblings who have no interest in the business still want their equal share.

Will the business have to be sold, will one adult child need to borrow significant sums of money just to buy out the other siblings? These are concerns that need to be dealt with sooner rather than later, otherwise it may result in unfair distributions, up to and including the sale of the business.


BTN Financial Services Inc.

205 - 45923 Airport Road

Chilliwack, BC V2P 1A3


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