Aug 28, 2026 | Documents, Small Business, Successor, Wills
Make-A-Will Month is a good reminder to think about this. But for business owners, a will barely scratches the surface. We work with business owners on exactly these questions, and the gaps we find are almost always the same. What a Will Actually Covers for a Business...
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...
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...
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,...
