Business Succession Basics for Small Business Owners
If you own a business, your estate plan is incomplete without succession planning. Learn buy-sell concepts, valuation basics, and how owners start the conversation.
Choosing Advisors
Questions to Ask Before Hiring an Estate Planning Advisor
The consultation is your interview, not theirs. Bring questions about experience, process, fees, and follow-up — and listen for answers that are specific, not salesy.
How to Choose an Estate Planning Attorney
The right estate attorney blends technical skill with clear communication. Learn where to look, which credentials matter, and red flags that should send you elsewhere.
Estate Attorney vs. Financial Advisor vs. CPA: Who Does What
Estate attorneys draft documents, CPAs handle tax compliance, and financial advisors coordinate the big picture. Learn who does what so you hire the right help.