EntrustedLegacy ~EntrustedLegacy

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A folder labeled 'important papers' is not a plan

Your business is likely the largest thing you will ever hand to another person

There was a moment in a meeting last year when a woman realized her three kids each thought the family gave to a

An owner told me his succession plan was to sell and let his children figure it out

Last winter a member wrote a four-page letter to his children explaining every major financial decision he'd made

A closely held business is the hardest asset to hand down and the one people plan for last

A bakery owner joined after a family dinner where the word inheritance emptied the table

Every mistake we cover in this group, I've made at least once myself

Most family fights after a funeral start over objects, not accounts

A dairy farmer, a dental practice owner, and a woman who runs three laundromats sat at the same table last month

An owner showed up with a printed spreadsheet of every donation he'd made since 1998 and no plan for a single dollar

Buy-sell agreements sit unread until the exact moment they matter most