Fitting Commercial Real Estate into Your Estate Plan
Proper planning ensures that commercial real estate properties transfer smoothly, preserve their value and continue generating income for the next generation.
April 14, 2026
Issues Family Business Owners Should Plan for in 2025
As 2025 approaches, family business owners face new financial, legal and operational challenges that require proactive planning to ensure long-term success and smooth transitions.
April 29, 2025
Explore the Intricacies of Business Trusts
Similar in function to an individual or family trust that owns assets and property, a business trust holds business ownership rights and assets.
April 23, 2024
The Estate of The Union Season 2|Episode 5 is out now!
The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,
January 12, 2023
Protect the Family Business for the Next Generation
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
December 6, 2022
Business Owners need an Exit Strategy
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
September 12, 2022
How to Separate Business and Marital Assets
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
August 29, 2022
Advantages to Establishing a Business Trust
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
July 18, 2022
Succession Planning can Protect Family Legacy
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
April 25, 2022
Things that do not belong in a Will
In general, a last will and testament is an easy and straightforward way to state who gets what when you die and name a guardian for your minor children.
August 12, 2021