Blog

Countless people make the mistake of believing they don’t need an estate plan. After all, only the extremely wealthy have an “estate”… right? You might be surprised to learn that you have an estate—at least you do if you have: investments, a house, a car, or a savings account. Don’t have any of those? How about personal possessions? If you have clothes on your back, you have an estate. We all want to know that our wealth—whether that’s an investment … Continued

Every owner of a closely-held family business wants to know the business will continue—even thrive—once they’re gone. A well run, well managed family business can provide for you and your loved ones long after you’ve stepped down from its operation. It can even support your family after you’re gone. Most owners I talk to expect that their business will continue long into the future. The reality, though, is less encouraging. According to the Family Business Institute, only 30% of family … Continued