Secure Your Legacy With Expert Estate Planning Insights
Real-World Examples and Statistics
Consider the case of a family-owned business. Without a clear succession plan, the business could face operational disruptions or even dissolution. However, with a well-structured estate plan, business owners can ensure a smooth transition and continuity of operations. According to a survey by WealthCounsel, only 40% of small business owners have an estate plan in place2, highlighting the need for increased awareness and action.