2020 has been quite the year.  World-wide pandemic, tariffs and international trade wars, racial strife and civil unrest, business closures, limited group gatherings, political divisiveness, unemployment, and elbow bumps. This is not what we planned back in January. We get introspective at the end of every year, attempting to identify the salient learning points of the year, and one word sums up the …

1) Review your wills, trusts, estate plan and succession plan. There is a chance COVID will cause a lengthy absence, disable or kill you, a family member or a potential owner / management successor of your business. Number one on my list is to review your will, estate and succession documents in detail for updates and changes. If they are …