Business Succession Planning: Keeping a Family Business in the Family
Only about 30% of family-owned businesses survive into the second generation, roughly 12% into the third. Most aren’t failing because the product stopped working — they’re failing because no one wrote the plan down.
Why Estate Planning Matters
A plan gets executed either way. The only question is whether you wrote it.
Beneficiary RMD Rules: What You Owe on an Inherited Retirement Account
A woman inherited her father’s IRA in 2021, heard she had “ten years,” and did nothing for four years. She wasn’t wrong about the window. She was wrong about what it required of her.
What Is an Estate Plan?
Documents and decisions, aligned. Solved, it’s a cube anyone can pick up and act on.
The Potential Risks of DIY Estate Planning
A template can be legally binding and still fail to do what you meant.
Asset Protection Trusts: What They Actually Protect You From
For most of American legal history, you couldn’t put money in a trust, name yourself the beneficiary, and tell creditors they can’t touch it. Then, in 1997, a handful of states changed that.
The Costs of Probate
A will is cheaper to write. Probate makes it far more expensive to settle.
“Trust Fund” Doesn’t Mean What You Think It Means
Say “trust fund” out loud in most rooms and watch people’s faces. Someone pictures a twenty-five-year-old coasting on unearned money. That image is doing enormous cultural work for a far more ordinary legal phrase.
What You’ll Get From Estate Planning, Simplified
Every estate plan is different because every life is. What the course actually gives you.
The Cost of Doing Nothing: One Family’s Probate Story
Dying without a will isn’t no plan. It’s the plan your state legislature wrote.