Plan Together, Stay Together: Navigating Family Succession

Succession planning is not just for business owners. Every family needs a playbook. In this episode of Overtime Earnings, Ken and Dave explore why conversations about aging parents, family responsibilities, inheritances, and estate intentions are often so difficult, and why waiting until a crisis can make those decisions even harder. Using relatable sports analogies and personal stories, Ken and Dave discuss how families can prepare for changing roles, organize important documents and account information, clarify who may make key decisions, and communicate intentions before uncertainty creates conflict. PPG-8871254.1(05/26)(exp.05/30)