
Critical Conversations Series
Business Owners
Will your business and wealth transfer unify or divide your family when you’re gone?
3 Things That Fail
Trust breakdowns, failure to prepare heirs, and no mission statement contribute to wealth transfer failures.
Employee Confidence
Having a legacy plan and communicating it to key employees helps create confidence and eases concerns.

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Business Owners
by Jose and Jeff Feliciano
Enjoy the remaining 2 Podcasts in the Critical Conversations Series
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3 Things That Fail
Employee Confidence
Having a legacy plan and communicating it to key employees helps create confidence and eases concerns.
Fair vs Equal
If you have a sibling that contributes to the company and others who do not, avoid future hurt feelings through planning.
Business Heirship


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