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Succession Planning: New Tax Law Limit Hits Small Trusts

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...

Your Heir Is Already in the Building: What Has to Be in Place Before the Transition Happens.

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...

Blended Families, Family Businesses: Why the Plan Has to Be Intentional

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...

The Business Your Dad Built: What Happens to It When He Can’t Show Up?

Jun 12, 2026 | Family, Growth, Small Business, Successor

For a lot of business-owner fathers, the business is inseparable from life. The early mornings, the late nights, the weekends that didn’t quite stay weekends. The clients who became good friends. The employees who became something close to family. The pride that...

Before You Load the Car: What Your Business Needs Before You Leave for Summer Vacation

May 15, 2026 | Documents, Risk Management, Small Business, Successor

The cooler is packed. The kids are arguing over the back seat. Your partner has already asked twice whether you remembered the sunscreen. You toss all the bags in the trunk, do one last check of the locks, and climb in. Somewhere between the driveway and the highway,...

Your Business Runs Because You Show Up. Here’s What Happens When You Can’t.

May 8, 2026 | Documents, Growth, Risk Management, Small Business, Successor, Taxes

For a few weeks every spring, tax season gives you more financial clarity than almost any other time of year. Now ask the question most business owners never think to ask during that window: What happens to all of this if you can’t show up tomorrow? Not because you’re...
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Recent Posts

  • What Happens to Debt When You Die: What Families Must Know
  • Asset Protection Trusts for Business Owners: How They Work
  • The New Tax Law and Your Family’s Trust: What to Know Now
  • Succession Planning: New Tax Law Limit Hits Small Trusts
  • Digital Estate Planning: Why Passwords Aren’t Enough

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