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Funding A Trust

Funding a trust. Cows going to barn.

Funding a trust is crucial. If you don’t transfer assets to the trust, they may have to go through probate court when you die. Let Me Tell You A Story. Let me tell you a story. A senior attorney who mentored me years ago used to describe funding a trust this way. He would always […]

10 Tips for Successfully Managing Your Business After You’re Gone

Business Succession

The death of an owner or founder of a small business can be devastating for employees, customers, suppliers, and other stakeholders. Business owners should plan ahead so that when they die, their businesses will continue to thrive. This process of planning is called Business Succession Planning. Commitment. The first step of business succession planning is […]