Estate Planning Essentials: Protecting Your Family Through Every Stage of Life

Most people think estate planning is only about death. It’s not. It’s about control, protection, and avoiding chaos—for your family and your business.

Join Daniel Schowengerdt and Connor Works, Trust, Estate, and Wealth Transfer Attorneys, for a practical, plain-English discussion on how foundational estate planning and smart business structuring work together to protect what you’ve built.

What we’ll cover:

Estate Planning (the personal side):

• Who decides what happens to your kids if something happens to you
• Wills vs. revocable living trusts (and when each actually makes sense)
• Incapacity planning: powers of attorney, healthcare directives, and why this often matters before death

Business Law & Succession Planning (the overlooked side):

• Why every closely held business needs a buy-sell agreement
• What happens to your business if an owner dies, becomes disabled, divorces, or wants out
• How poor—or missing—business documents can undo even a great estate plan

This is an educational session designed to help you understand how estate and business planning fit together—and how to coordinate both with your advisory team at Prevail.