Stay Informed With Our Estate Planning Insights
Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event
Apr 17, 2025
by Family Estate Planning Law Group
Thoughtful business succession planning is the key to cultivating a lasting legacy.
May 24, 2024
Family Estate Planning Law Group
New Year, New Business Succession Plan
Running a successful business is a significant achievement, but what happens when the time comes to step away?
Jan 22, 2024
Family Estate Planning Law Group
Preparing Your Business for After You’re Gone
As a business owner, you likely do a lot of future planning. Have you made plans for who would takeover your business should you not be able to run it?
May 7, 2020
Family Estate Planning Law Group
What Happens to a Business When the Owner Retires?
It takes time to build a business, and it can take just as long to create a strong succession plan.
Nov 2, 2018
Family Estate Planning Law Group
No Succession Plan Often Means Businesses Live and Die with Owners
To make it past the first generation, family owned businesses need a lot of communication and planning for succession. More on our blog.
Aug 27, 2018
Family Estate Planning Law Group
Business-Owning Baby Boomers Need to Start Succession Planning
With an estimated 10,000 Boomers retiring every day, members of this generation who own businesses should already have their succession plans in place.
May 18, 2018
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
