26 Feb Who Do You Trust? Why Hiring a Corporate Trustee Could Save Your Family’s Inheritance

Posted at 12:48h in Business Planning, Corporate Transparency Act, Trusts

Who Will Protect Your Wealth After You’re Gone? You’ve spent your life building your business, your investments, securing your family’s future, and creating a lasting legacy. But what happens when you’re...

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...

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...

09 Jul Trusts: Revocable vs. Irrevocable

Posted at 15:41h in Estate Planning, Financial Protection, Trusts, Wills

Spring Lake. Fish Tacos. Asbury Park. Betty’s Icebox. The 4th of July was full of memories! Hope you and your family enjoyed the holiday, too. Let’s get into this week’s topic. “I...

05 Jul Why Every Business Owner Should Consider a Legal Audit

Posted at 11:46h in Corporate Transparency Act, Estate Planning, Financial Protection, Trusts

As a business owner, it’s easy to get caught up in the day-to-day operations. As Michael Gerber says in The E-Myth Revisited, your attention is working in the business rather than on the business. Especially...

05 Jun Selling Your Business? You Need to Ace Due Diligence First

Posted at 10:49h in Business Planning, Business Succession, Estate Planning, Trusts

Picture this: You’ve received an offer from a potential purchaser to buy your business. They’ve sent you a letter of intent and you’re floored by the offer. The purchase price is...

28 May Why Your Living Trust Might Fail

Posted at 13:37h in Estate Planning, Financial Protection, Trusts, Wills

The Critical Importance of Proper Funding “I couldn’t believe my father paid $4,000 for a trust that didn’t work.” I still remember my friend, Amy’s, words as she told me her heartbreaking...

30 Apr Myth: All I Need is a Will

Posted at 12:28h in Estate Planning, Financial Protection, Trusts, Wills

Looking into estate planning leaves many with information overload. You’ve probably heard that “everybody” needs a will. You may have even heard that “estate planning” is important for your family. But what does...

23 Jan Why a Will is Not Enough

Posted at 08:14h in Estate Planning, Trusts, Wills

You've always been told, "Everyone needs a will." But what if I told you there's more to the story? Sure, having a will is better than nothing, but it's not...