What Is a Special Needs Trust and Why It Matters
What Is a Special Needs Trust? A special needs trust, also called a supplemental needs trust, is a legal tool that protects eligibility for SSI
Integrating Estate Planning with Business Succession
Why an ESOP Can Be a Powerful Succession Tool An Employee Stock Ownership Plan (ESOP) is one of the most effective succession planning tools available
ESOPs in Succession: When Employee Ownership Makes Sense
Why an ESOP Can Be a Powerful Succession Tool An Employee Stock Ownership Plan (ESOP) is one of the most effective succession planning tools available
Contingency Planning: Disability, Death, and Key-Person Risk
Prepare Your Business for the Unexpected Even the strongest businesses can be shaken by unforeseen events. The sudden loss, disability, or departure of a key
Family Business Dynamics: Communication, Fairness, and Roles
Managing the Human Side of Family Business Succession In family-owned businesses, the hardest part of succession planning isn’t usually the tax strategy or the legal
Building a Succession Roadmap and Timeline
Build a Roadmap That Brings Your Succession Plan to Life A succession plan is only as effective as the roadmap that supports it. Setting clear