Founder Estate Planning After a Liquidity Event
An exit or secondary changes your net worth overnight.
Beneficiaries, trusts, and life insurance that fit a pre-liquidity balance sheet often need a hard reset.
Key takeaways
- 01
Revisit estate tax exposure and when cash would actually be due. Liquidity shows up faster than most legal structures get updated.
- 02
Align account titles, beneficiary forms, and trust funding with how you want assets held now, not how they were held before the sale.
- 03
Check life insurance amounts and ownership. More liquid wealth can change what the family needs in cash versus what is already in the estate.
- 04
Do this with your attorney and CPA soon after the event, while deal docs and wire confirmations are still easy to find.
In this guide
- Revisit estate tax exposure and when cash would actually be due
- Align account titles
- Check life insurance amounts and ownership
- Do this with your attorney and CPA soon after the event
Recommended next step
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