Create Your Legacy: Lead with Intention, Plan with Purpose
When you hear the word legacy, you might picture something far off in the future, a will, a large estate, or a gift passed down after you’re gone. But the truth is, legacy isn’t distant or reserved for the wealthy. Legacy is something you create every day, with every choice you make, every value you model, […]
Do Not Let Your Estate Plan Stall Out –Why Dealers Need a Tune-Up Before 2026
Auto retail is fast-moving, capital-intensive, and unlike any other privately held business. Franchise rules, OEM approvals, lending covenants, and family dynamics make estate planning for dealer principals far more complex than a “standard” business owner’s plan. Yet many dealer families’ estate documents, buy-sells, and trusts were drafted years ago—often before major regulations and market changes. […]
The Great Wealth Transfer: How Women Can Prepare Emotionally and Logistically
We are on the edge of the largest generational wealth transfer in history and women are poised to inherit a substantial portion of it. Yet according to UBS’s recent survey, most women aren’t ready. The numbers tell a sobering story: These aren’t just sobering statistics. They represent moments of stress and overwhelm—often layered on top […]
The Protect Stage – Safeguarding Your Automotive Business and Legacy
Running an automotive business – whether a dealership, repair shop, or parts manufacturer – requires precision, strategy, and resilience. Just like a finely tuned engine, your business needs every component working in sync to ensure longevity. The Protect Stage of the Five Stages of Value Acceleration is about safeguarding your business, wealth, and family from […]
Essentials of Estate Planning: A Must-Know Guide for Women
Life can be unpredictable, making it practical and empowering for women to have an estate plan. Whether you’re a busy professional, a dedicated mother, or someone going through significant life changes, an estate plan ensures your wishes are respected and protects your family from unnecessary stress. Everyone can benefit from estate planning regardless of income […]
Estate Planning: How to Pass Down Wealth More Efficiently
Written by: Deborah Cartisser When people think about their estate, they often imagine it as one big “pot” of assets to be divided among their heirs. This approach, while seemingly straightforward, can lead to unintended consequences, particularly when it comes to the tax burden on the beneficiaries. Instead of focusing on the total value of […]