LibraryScenariosWhen friend-partners face inheritance decisions about shared business
Scenario

When friend-partners face inheritance decisions about shared business

Our close friend group started a business together fifteen years ago and now that we're thinking about estate planning, we're realizing we never talked about what happens to our shares when we die — and some of us want our kids involved while others want to keep business and family separate.

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More people experience this than they realize.

What we've seen

Friends who became business partners must navigate the collision between chosen family and blood family in their legacy planning.

Worth thinking about

“Where Are You with The ethics of inheritance — how much to leave??”

If this sounds familiar, the Library can help you find the bigger picture.