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Category: Business Succession
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How to Review Your Estate Plan at the End of the Year

The end of the year is a practical time to check whether anything has changed since you last reviewed your plan. An estate plan reflects your assets, the people and causes important to you, and your wishes at the time it was signed.

September 29, 2026
What Happens to Your Business When You Die?

Business owners spend years building their companies, but too often they fail to plan for what happens when they are no longer able to run the business.

September 8, 2026
Why Every Business Needs a Succession Plan

Without a succession plan, a business owner’s family and/or co-owners are forced to make quick and stressful decisions. Having a procedure in place is invaluable.

October 23, 2025
Small Business Decisions: Should My LLC be an S-Corporation?

The limited liability corporation, or LLC, is designed to combine the flexibility and simplicity of a basic partnership with the protection of a corporation. “LLC” stands for “Limited Liability Company” and owes its name to the fact that the members (owners) of the LLC are not personally liable for the debts and liabilities of the business.

September 23, 2022

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Thought Leadership

The Connelly vs. IRS ruling has significant implications for buy-sell agreements and corporate redemptions.

June 28, 2024 Read Article