06/23/2026
Many business owners don't have an exit plan. So when a purchase offer arrives, they accept it without thinking about the impacts on charitable giving and their lawful heirs' inheritance.
The window for meaningful legacy and charitable planning closes faster than most people realize. As trust and estate professionals, it's critical to engage your business-owner clients early and often about their exit or succession plans.
Read the full article from Wealth Management to learn more: https://www.wealthmanagement.com/retirement/help-your-business-owner-clients-create-an-exit-plan?utm_medium=social&utm_source=Facebook&utm_campaign=Blog_plan