Estate planning for real estate investors requires coordinating REITs, partnerships, valuations, transfer restrictions, and liquidity to protect heirs and reduce tax risk....
Choosing one child as your business successor is one of the most emotionally complex decisions a family business owner will face. When only one child works in the company and...
A holding company can be a powerful planning tool—but only when it’s solving a real problem. Business owners with multiple operating companies, real estate holdings, or long-term succession goals are...
Business partnerships often begin with optimism, shared goals, and a belief that everyone is aligned. In those early stages, many partners rely on template partnership agreements, viewing them as a...
Granting equity to key people can be one of the most powerful tools a closely held business owner has to reward performance, retain talent, and align long-term incentives. But without...
What should you do with highly appreciated stock when you want to pass it on to your child without triggering unnecessary taxes or giving up control? This question commonly arises...
Buying real estate together is a major milestone for many unmarried couples. Whether it reflects a long-term commitment, a shared investment strategy, or a practical step toward building stability, co-owning...
Affluent families and successful business owners often assume their estate plans are “done.” Documents were drafted years ago, trusts were created, and everything appears to be in place. But estate...
As the year comes to a close, I wanted to pause for a moment and personally thank you for being part of my world this past year. Your trust, support,...
Many affluent families believe their estate plan is complete the moment their trust is signed. In reality, an unfunded trust offers little to no protection and can expose families to...
