My business partners and I never set up proper succession planning and now one of us has a serious health scare, and we're realizing we have no idea how to handle buy-sell agreements or what happens to our families if something goes wrong. We've been friends for twenty years but we've never talked about money this directly, and now we have to.
More people experience this than they realize.
Health crises force business partners to have postponed conversations about mortality and money that can reshape both professional and personal relationships.
“Where Are You with Wills trusts and inheritance structures?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.