For many business owners, their business is their largest asset and the result of years of work, risk, and sacrifice. Yet while they often focus on growth, operations, and profitability, estate planning can sometimes be overlooked. Without proper planning, a thriving company can quickly face operational disruptions, legal disputes, or financial losses if the owner becomes incapacitated or passes away. A well-designed estate plan coordinates personal planning with business succession planning to ensure the business owner’s personal and professional legacies are safeguarded and passed on to the next generation according to their wishes.

The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, brings sweeping changes to the U.S. tax code. While the headlines have heavily focused on tip income and overtime pay, the law has far-reaching implications in estate, tax, and business planning. Here's what you need to know: ...

Estate Planning is never static; it grows and changes along with you. When you're a business owner, it adds another level of complexity that you need to maintain to ensure everything with you and your business remains up to date. Depending on where you are in your life journey (and the life of your business), there are certain Estate Planning elements you should be aware of and questions you should ask yourself along the way.