05 Feb How ILITs Help High Net Worth Families

Posted at 08:42h in Business Planning, Business Succession, Estate Planning

“But I thought life insurance wasn’t taxable?” I was meeting with Saul, a wealthy real estate investor, about his estate planning. Saul owns properties in multiple states, has multiple other assets,...

22 Jan The Top Estate Planning Issues to Tackle For 2025

Posted at 16:43h in Business Planning, Business Succession, Corporate Transparency Act

As 2025 gets into full swing, families and business owners should prepare for the opportunities and challenges that the year may bring. With the holidays behind us, now is the...

09 Nov How to Prepare for the 2026 Cliff: Leveraging Installment Sales to Trusts

Posted at 19:41h in Business Succession, Financial Protection, Trusts

For many high-net-worth families, a business represents not just wealth but a legacy. Passing it on to the next generation in a tax-efficient manner is a key estate planning goal. ...

04 Oct Remarrying? How to Protect Your Children’s Inheritance

Posted at 10:48h in Business Succession, Financial Protection, Trusts, Wills

Hi Everyone! This past weekend I got together in Dallas with my old college friends for the Texas A&M/Arkansas game. It was great catching up with all of them after many...

13 Sep How to Review Your Business Loan Documents

Posted at 12:54h in Business Planning, Business Succession

Business Loans – What Should You Know? Ralph and Antonio are two business partners who have known each other since their college days. They built a successful manufacturing company, but growth...

21 Aug Should You Put Your Kids on Your Deed?

Posted at 11:34h in Business Planning, Business Succession, Estate Planning, Wills

Trent and Ella were in their late 60s and decided to put their son, Miles, on the deed of their home. They’d paid $500,000 for the property 30 years ago,...

08 Aug What is Your Business Worth?

Posted at 11:05h in Business Planning, Business Succession

Valuation in Buy-Sell Agreements A partnership with four owners that I began working with recently had forwarded me their partnership agreement. The agreement was 15 years old and they had never...

24 Jul Do You Need an Attorney for Your LOI?

Posted at 15:49h in Business Planning, Business Succession, Estate Planning, Trusts, Wills

John, a successful owner of a family-run manufacturing business valued at $20 million, finally decides to sell. After years of hard work and dedication, he receives an attractive offer from...

05 Jul Selling Your Business? Make Sure You Avoid Danger After the Sale

Posted at 11:23h in Business Planning, Business Succession, Financial Protection, Wills

Looking to sell your company and be rewarded for your years of hard work? You may be thinking that after you sell your company, you’ll finally be able to relax...

27 Jun Do Sole Owners Need a Buy-Sell Agreement?

Posted at 11:49h in Business Planning, Business Succession, Estate Planning, Financial Protection, Wills

Happy Summer! This weekend we celebrated my nephew, Jack’s, high school graduation(he’s the tall one in the pics). I can still remember visiting him for the first time after he was...