For decades business owners had toseek out Estate & Business Succession advice on their own, in the hope that the information was the “best advice” for their family and business.
Although this was time consuming and not well integrated with other unknown risk factors, in many cases good solutions were formulated using the expertise of Estate Lawyers, Tax Professionals, and Insurance Advisors.
A significant problem has arisen from this approach… Lack of Plan Maintenance
As good planning is impacted by internal and external Critical Financial Events we see business owners and their families face unknown risks to planning success.