Mediating Conflicts in Succession Planning

Don’t wait until the last minute when it comes to inheritance, estate and succession planning. Don’t plan in a vacuum. Don’t keep plans a secret. Above all, don’t neglect the relationship and emotional issues inherent in your plans. Having the right tools, process, and mindset can provide continuity, preserve relationships and wealth, and pass on a lasting legacy. Be ready should a founder or key business leader face a severe disease, health crisis, or debilitating accident.