Jul 23, 2026 | Assets, Law, Small Business, Trust
Over the past two weeks, we have been looking at lifetime asset protection trusts for business owners. In Part 1, we covered how these trusts work and why they are different from a standard revocable living trust. In Part 2, we covered who actually needs one and what...
Jul 17, 2026 | Assets, Law, Small Business, Trust
Four years before a wrongful termination lawsuit landed on his desk, Marcus transferred his investment real estate portfolio into a lifetime asset protection trust. There was no lawsuit on the horizon. There was no specific threat he was trying to outrun. There was a...
Jul 9, 2026 | Assets, Law, Small Business, Trust
The lawsuit came from a contract dispute with a former vendor. By the time it was resolved, the business owner had spent fourteen months in litigation, paid six figures in legal fees, and watched a judgment place a lien on real estate he had spent two decades...
Jul 2, 2026 | Law, Small Business, Successor, Taxes
When the One Big Beautiful Bill was signed into law, the headline most business owners saw was the estate tax exemption increase. Starting in 2026, the exemption rises to $15 million per person, or $30 million for a married couple, with no scheduled sunset. For...
Jun 26, 2026 | Family, Growth, Small Business, Successor
Think about why you built the business. For most business-owning fathers, the honest answer involves their family. The people they wanted to provide for. The thing they wanted to leave behind. The chance to hand something real to the next generation. For a lot of...
Jun 19, 2026 | Family, Growth, Small Business, Successor
Think about the business you’ve built and the family you’ve built, and consider whether the plan you have actually connects the two the way you intend. For a lot of business owners in blended families, the answer is more complicated than it looks from the...
