Succession Planning: New Tax Law Limit Hits Small Trusts.

When the One Big Beautiful Bill was signed into law, the headline most business owners saw was the estate tax exemption increase. Starting in 2026, the exemption rises

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Your Heir Is Already in the Building: What Has to Be in Place Before the Transition Happens.

Think about why you built the business. For most business-owning fathers, the honest answer involves their family. The people they wanted to provide for. The thing they wanted

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Blended Families, Family Businesses: Why the Plan Has to Be Intentional

Think about the business you’ve built and the family you’ve built, and consider whether the plan you have actually connects the two the way you intend. For a

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The Business Your Dad Built: What Happens to It When He Can’t Show Up?

Think about the business your father built, or the business you are building for your family. For a lot of business-owner fathers, the business is inseparable from life.

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