How do we include a spouse's business interest in our estate plan? | NC

About this video

Q: How can we include my spouse's business interest in our estate plan? A: You usually can include a spouse's business interest in an estate plan through a will, a trust, or both — but the plan has to match the business documents. The first step is to confirm exactly what your spouse owns, such as a limited liability company interest, partnership interest, or shares. Then review the operating…