By considering how different entities intersect with estate planning, you can build a company that supports your goals, protects your family and preserves your legacy. Work with experienced legal and financial advisors to evaluate your options, draft the necessary agreements and ensure that your business formation and estate plan work together seamlessly. That careful planning today will allow you to focus on growth and innovation, confident that your hard work will benefit g

Family business succession planning protects that legacy. By separating ownership from management, drafting fair buy‑sell agreements, leveraging trusts and family entities, ensuring liquidity, involving professionals and preparing the next generation, founders can hand off their businesses with confidence. In doing so, they honor their hard work, care for their family’s financial security and give the company its best chance to succeed for generations to come.

As the world of social media and digital content creation continues to expand, so too does the need for thoughtful estate planning for those who make a living online. If you’re a YouTuber, podcaster, Instagram star, TikTok creator, or run a blog or e‑commerce platform, your brand and livelihood exist largely in the digital world.

The digital world offers enormous opportunities for creativity, connection, and investment. Yet without proper planning, those opportunities can turn into challenges for the people you leave behind. Estate planning and trust administration must adapt to include digital assets as a standard element. By cataloguing your online property, granting authority to your fiduciaries, choosing capable people to manage your accounts, and updating your plans regularly, you protect your on

Business succession planning ensures that your business — whether a family shop, professional practice, or manufacturing company — endures beyond your involvement. By defining your goals, identifying successors, formalizing agreements, and coordinating with your estate plan, you can protect the value of your business and provide for the people who rely on it. Consult with attorneys, accountants, and valuation experts to craft a plan tailored to your unique situation.

Staying on top of your estate plan is essential for protecting your family and preserving wealth. This guide explains why experts recommend reviewing your plan every three to five years or whenever a major life event occurs. Learn how marriage, divorce, births, deaths, new assets, relocation and tax law changes—including the 2026 increase of the federal estate tax exemption to $15 million palmcitylawyer.com —should trigger updates, and discover practical steps for keeping up

The Corporate Transparency Act represents a major shift toward disclosure of beneficial ownership, and trusts are not completely immune. Trustees who oversee entities owned by trusts must understand when and how to report, identify who counts as a beneficial owner, and meet the strict filing deadlines. Failure to comply can result in penalties and disrupt trust administration.

Family businesses represent more than balance sheets; they embody years of sweat equity, family pride and the livelihoods of employees. Yet studies consistently show that a majority of family business owners delay formal succession planning. Unexpected illness, accidents or disagreements can derail operations and fracture families. A thoughtful succession plan not only preserves the company but also maintains family harmony and provides continuity for employees and customers.