8 Estate Planning Documents Needed by Business Owners
Learn the 8 estate planning documents needed to protect your business and family, from wills and trusts to buy-sell agreements. Plain-language guide for owners.
November 8, 2026
Keeping It in the Family
When the plan involves passing the business to your kids
Succession Planning for Business Owners: A Practical Guide
Succession planning for business owners, step by step: set your goal, value the company, pick a path, and plan the next five years.
November 5, 2026
Succession Planning Meeting Agenda You Can Run
A succession planning meeting agenda, prep list, prompts, and 90-day follow-up for owners of service businesses.
November 3, 2026
Succession Planning Process: How to Build One That Lasts
Learn the succession planning process step by step: set a timeline, assess successor readiness, cover tax and legal points, and plan for sudden gaps.
October 26, 2026
Family Succession Planning for Business Owners
Learn how family succession planning works, compare transfer options, manage family conflict, prepare for taxes, and build a practical transition timeline.
October 21, 2026
What Is a Closely Held Business and Why It Matters
Learn what is a closely held business, how ownership works, and why taxes, valuation, and succession planning look different when a small group controls
October 20, 2026
Family Business Governance: A Practical Owner's Guide
A practical guide to family business governance covering boards, family councils, succession policies, owner agreements, and conflict prevention.
October 18, 2026
Family Inheritance Law for Business Owners
Navigate family inheritance law for your business. Learn how to structure succession, avoid family disputes, and protect your company's future value.
September 25, 2026
Succession of Business: A Practical Owner's Guide
Learn how succession of business works, from choosing a pathway to timing the handoff. A clear guide for owners planning their next chapter.
September 20, 2026
Estate Planning Wills and Trusts for Business Owners
Plain-language estate planning wills and trusts guide for business owners covering definitions, tax implications, and questions to ask attorneys.
September 18, 2026
Company Ownership Transfer Options and Next Steps
Learn company ownership transfer options, valuation, taxes and timing. Compare sale, gift, succession and ESOP paths with checklists.
September 17, 2026
Succession Planning Timeline: A 24-Month Roadmap
A month-by-month succession planning timeline for small business owners, plus a readiness scorecard that tells you when to start each step.
September 15, 2026
What Is Business Succession Planning: A Guide for Owners
What is business succession planning? Learn the definition, transfer options, valuation, tax and legal steps, common pitfalls, and how
September 3, 2026
Intergenerational Wealth Transfer for Business Owners
Learn what intergenerational wealth transfer means for owner-operated businesses. Explore structures, tax considerations, family governance, and next steps
August 30, 2026
What Is Buy Sell Agreement
What is buy sell agreement. Learn what is buy-sell agreement, how it works, common trigger events, funding methods, and next steps
August 26, 2026
8-Step Business Succession Planning Checklist
Use this business succession planning checklist to prepare your valuation, finances, taxes, legal structure, team, family transition, and sale.
August 25, 2026
Key Person Insurance: A Practical Guide for Business Owners
Learn how key person insurance protects your business from the loss of critical employees. Discover coverage sizing, policy types, tax implications, and next
August 23, 2026
Succession Planning for Family-Owned Businesses
Practical succession planning for family-owned businesses, covering governance, tax, legal prep, and conflict-avoidance strategies for the next generation.
August 21, 2026
10 Succession Planning Best Practices for Owners
Explore succession planning best practices for valuation, taxes, governance, successor readiness, employees, timelines, and specialist support.
August 17, 2026
Estate Planning for Business Owners: A Complete Guide
A clear guide to estate planning for business owners. Learn how to create a succession plan, minimize taxes, use buy-sell agreements, and protect your legacy.
July 16, 2026
Choose Your Estate Planning Law Firm: 2026 Guide
Guide to choosing an estate planning law firm. Learn qualifications, interview questions, and red flags to protect your legacy.
July 13, 2026
Succession decisions that protect value, family, and optionality
Succession is not one decision. It's a set of choices about ownership, leadership, family fairness, and cash out. Here's how to compare your paths.
June 16, 2026
How do you pass your business to your children?
Passing a business to your kids is more complicated than leaving it to them in a will. Here's what the process looks like and where it usually goes wrong.
April 3, 2026