Who needs estate planning?

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

Succession Planning for Your Family Business: Start Preparing Now!

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

Our very first blog post, just for you

This is an example of a WordPress post. You could edit this to put information about yourself or your site so readers know where you are coming from. You can create as many posts like this one as you like and manage all of your content inside of WordPress. This is what bold looks like, and italics are like this.┬áThis is an example of a WordPress post. You could edit this to put information about yourself or your site so … Continued