Planning Basics
Your Will Is Not a Plan: What Most Families Are Missing
A will is one document. A succession plan is the whole picture. Here are the five things a will does not cover.
Read moreResources for families and advisors.
Plain-language guides on succession planning. Written for the people who are actually doing it.
Farm Succession
Why So Many Farm Succession Plans Fall Short
The three core problems that keep farm families from passing on what they built: fairness, liquidity, and unwritten knowledge.
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Family Conversations
How to Talk to Your Family About Succession Planning (Without Ruining Thanksgiving)
Why these conversations are hard, why avoiding them is worse, and where to start.
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Planning Basics
Your 401(k) Beneficiary Probably Overrides Your Will. Here Is Why That Matters.
How beneficiary designations work, why they beat your will, and the most common mistake families make.
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Advisor Insights
When a Client Asks About Succession Planning: A Guide for Financial Advisors
Why your clients are asking, how to position succession planning in your practice, and how to use it to strengthen your relationships.
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