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Partners Michael Clear and Erin Nicholls Author Article for Reuters on Estate Planning for Founders

April 22, 2025

Partners Michael Clear and Erin Nicholls‘ article, “Estate Planning for Founders: A Roadmap for Success,” was recently featured on Reuters.com. As entrepreneurs focus on building their businesses, it’s crucial not to overlook personal estate planning to ensure a smooth transition and protect their legacy.

The article emphasizes the importance of establishing a solid foundation with wills, trusts, and fiduciary appointments to manage assets and minimize taxes. It also discusses ensuring business continuity through buy-sell agreements and life insurance funding and implementing advanced wealth transfer strategies to maximize wealth and minimize tax burdens. Proactive estate planning is vital for founders to secure their business and personal legacy, reduce potential tax impacts, avoid disputes, and set up a legacy that reflects their vision.

Read the full article featured on Reuters here.

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Michael T. Clear

Erin D. Nicholls

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