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How to Assemble Your Succession Planning Team, Who Needs to Have a Place at the Table?

As we begin a client relationship, one of the questions that often comes up concerns what happens to the accountant, banker, lawyer, and insurance advisors that have become friends, neighbors, and trusted advisors over the years. "Do I have to fire them?"

Well, no. Of course not. You should know and believe, however, that your team is giving you the best available advice in their specific areas of responsibility. After all, you and your spouse have put a lot of time, money, and energy into getting where you are. Some people would call that sacrifice. We call it insuring a legacy for generations still to come.

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