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Business Succession Planning: Protecting Your Business and Preparing Future Generations
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.
Aug 47 min read


Navigating Community Property and Common Law: Estate Planning Considerations When You Move States
Married couples in the United States may live in either community property states or common law (separate property) states. The distinction affects how your property is owned, how it is divided upon death or divorce, and how it is taxed at transfer. With remote work and post‑pandemic relocation trends, more families are crossing state lines than ever before, making it critical to understand how property regimes impact your estate plan. This guide explains the key differences.
Aug 37 min read


Special Needs Trusts: Planning for Disabled Beneficiaries
Special needs trusts are vital tools for families who want to provide for loved ones with disabilities without jeopardizing means‑tested benefits. By understanding the types of special needs trusts, carefully selecting trustees, funding the trust appropriately, and adhering to benefit rules, you can ensure that your beneficiary enjoys a high quality of life now and in the future. Work with experienced attorneys and advisors to build a plan that integrates the trust with other
Jul 308 min read
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