Estate planning is an integral part of our financial lives, but it’s just as important to plan for the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.

In this webinar, our expert panel provides a discussion about the importance of succession planning for family businesses, and how business owners are using the Family Love Letter to bridge the gap from one generation to the next.

This session will help you:

  • Learn the best practices that family business owners use to protect business value and personal wealth for multiple generations.
  • Understand how the Family Love Letter organizes your affairs to prepare a younger generation for succession.
  • Explore how the Family Love Letter facilitates open communication between parent and child or sibling to sibling.