The Land Inheritance Conundrum
Giving land to future generations can be a wonderful blessing. But, when coupled with some advanced estate tax mitigation strategies, it can complicate the family relationship. Be sure to thoroughly...
Succession and Estate Planning
Stop Avoiding the Planning Conversation
June 10, 2026
Why do we avoid conversation? Underneath the silence sit several questions the senior generation often hasn't answered for themselves. Until they do, the transition process stalls.
Succession's Secret Sauce
May 10, 2026
Management succession in a family business is easy to define but hard to do. Put simply, it is the act of transferring authority and responsibility to the next generation. In practice, it is anything...
Supporting Generational Transitions
December 10, 2025
Business transitions between generations can be challenging. The senior and younger generations bring different strengths to the table, and while these strengths can be complementary, they are also...
Overcome Succession Plan Hesitation
August 10, 2025
You are never really "done" with succession planning. Births, deaths, marriages, divorces, family conflict, changes in business strategy, acres lost or gained, and economic or natural disasters can...
Set Up the Next Generation for Success
February 10, 2025
The transition from one generation to the next isn’t always easy. The shift often happens while the business is growing, while younger family members are learning and while older family members are...
How to Cope with Succession Anxiety Disorder
December 10, 2024
Succession is notoriously difficult. I call the angst surrounding the succession process “Succession Anxiety Disorder.” Read more about it!
Your Pre-Succession Checklist
October 10, 2024
Succession is often narrowly framed as the movement of assets like land and equipment to the next generation. While such planning is important, there is more to it than just the movement of assets....
Create your Present and Future Legacy
August 10, 2024
The word “legacy” is primarily used to describe something created in the past that is intended for future generations. But there are also things you can create today that are equally powerful in...
The ABCs of Business Ownership
April 10, 2024
Attitude, Behavior, and Capital are key components of family business ownership.