Succession Planning for Family Businesses: What Most Owners Get Wrong
Estate planning is more than legal documents. It's conversations with your family that align everyone’s values, expectations, and how you plan to share your estate.
Watch now to hear our estate planning experts share tips and stories on navigating these conversations.
Speakers:
- Veronica Van Vest, JD, Director of Trust Services
- Susan Pilon, CFP®, Senior Financial Consultant
- Dana Vosburgh, CFP®, Managing Director of Specialized Wealth Services
Family Wealth Conversations Workbook
Download a copy of our workbook—filled with prompts, exercises, and reference materials to help you map out your wishes and discuss your plan with your loved ones.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
