Blog
Could Living to 100 Become the Greatest Threat to Your Succession Plan?
Longevity is generally considered a positive outcome: more years, more time with family, and more time to enjoy what has been built. It is rarely framed as a risk to succession planning; yet, for a growing number of founders and business-owning families, a longer...
Estate Planning Lessons from the Legacies of Chadwick Boseman and Malcolm-Jamal Warner
I would like to discuss two stories that made headlines recently. These cases highlight critical lessons regarding a conversation many clients would prefer to avoid, yet it is one I facilitate regularly because I have witnessed the consequences of delay. During a...
What Happens When One Heir Wants to Preserve the Family Business and Another Wants Their Money Out?
It's one of the most common fault lines in business-owning families, and it rarely announces itself in advance. One heir is committed to the company, invested in its future, willing to reinvest earnings, comfortable with the risk of ownership. Another heir wants...
Could Your Business and Estate ContinueOperating for Six Months If You BecameUnavailable Tomorrow?
Picture a Monday morning where you simply don,t show up. Not because you retired, not because you sold the business, because of an accident, a health event, or something else entirely unplanned. You're alive. You're re just unavailable. Now ask the real question:...