June 29, 2021—For many family business owners, the company they developed and grew over the years has shaped their identities, given them purpose, and may have been the catalyst for keeping their families together. Following the sale of a family business, some may feel a sense of loss and perhaps even regret, unsure about what to do next.
June 15, 2021—One common mistake people make when creating their estate plans is not spelling out the fate of their personal property—things such as jewelry, cars, collectibles, and artwork. Without a clear plan, family controversy may arise over items that have great sentimental or monetary value.
June 1, 2021—A letter of intent, sometimes called a statement of guidance, is an easy and informal way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals.