News Summary

• Half of business owners will experience one of the 5Ds: Death, Disability, Divorce, Distress, and Disagreement.
• When a founder’s wishes are undocumented, spouses are left making impossible decisions.
• A written legacy plan provides direction during moments of uncertainty and helps families move forward with confidence rather than guesswork.
• Start with values, not assets.
• Wealth is simply a resource, but a tool to create opportunity, strengthen relationships, and contribute themselves to something larger than themselves.