06/18/2026
Something we see consistently with business owners in blended families: the plan was built for a simpler family structure than the one they actually have.
Under the law, stepchildren aren't included. The buy-sell agreement doesn't account for competing claims from a surviving spouse and biological children from a prior relationship. The insurance is in place, but the beneficiary designations haven't been updated since the first marriage. Each piece was put in place by someone competent. Nobody's job was to make sure all of it connected across the actual family.
That is exactly the gap a LIFT Business Breakthrough™ Session closes. We look at the legal, insurance, financial, and tax structure together and make sure the plan matches the family you have actually built.
Link here: https://calendly.com/ep-induscounsel/free-15-minute-consult?month=2026-06