Planning basics
Do I need a will?
What a will does, what happens without one, and how to make one.
Read the guidePlain guides for families and owners
Short reads on wills, powers of attorney, and planning your business.
Planning basicsWill or trust: which one?
How a will and a living trust differ, and the step most people miss.
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Planning basicsPower of attorney, explained
What a power of attorney does, who to choose, and how it is signed.
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Your businessWhat is my business worth?
How buyers think about price, and how to get a rough range in a few minutes.
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Your businessSell your business to your employees (EOT and ESOP)
How an Employee Ownership Trust or an ESOP works, and when one fits.
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Your businessExit readiness: the one gap that caps your price
Why owner dependence lowers your price, and five steps to close the gap.
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Planning basicsYour will is not a plan: what most families are missing
Five things a will does not cover, from trust funding to health wishes.
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Your businessWhy so many farm succession plans fall short
The three problems that keep farm families from passing on what they built.
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Family conversationsHow to talk to your family about your plan
Why these talks are hard, why waiting is worse, and where to start.
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Planning basicsThe names on your accounts may matter more than your will
How beneficiary names work, why they win over your will, and the most common mistake.
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For advisorsWhen a client asks about succession: a guide for advisors
Why clients are asking, and how to bring planning into your practice.
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Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.