The DIRTY Secret About Estate Planning That No One Talks About

The DIRTY secret that so many of us live with is that, on the outside, our businesses look amazing—but behind the scenes? Everything is a hot effing mess.

From late tax filings to payroll nightmares to half-baked operations, the truth is that no matter how big or small our businesses are, most of us are running on pure grit, one missed deadline away from chaos.

For the big business owners, the issue is often being too laser-focused on the big picture to see the cracks forming underneath. For the smaller businesses, we’re so overwhelmed—and often broke—that things get pushed to the side, and we hope for the best.

But if you ask me, the biggest issue we all ignore—the one that takes almost no time to fix but could be the death of us (pun intended)—is estate planning.

I Was Today Years Old When I Finally Got My Estate in Order

Let me keep it real with you. I’ve been running businesses for years. I’ve helped other people secure their futures, negotiate deals, and plan for the unexpected, but when it came to my own estate plan?

Nothing. Zip. Zero.

Why? Because I was too busy taking care of everyone else’s sh*t.

And before you judge me, I KNOW I’m not the only one.

For a long time, I figured, I have one son. He’ll get everything. The insurance, the house, the cars, the jewelry (yes, including the dope art and my collection of faux purses). But then I had a thought:

🔹 What about my business?
🔹 Who’s running it when I’m gone?
🔹 Does my son even WANT it?

Spoiler alert: NO.

My son wants nothing to do with law, business, or anything remotely related to what I do. (He’s wrong, obviously. Who wouldn’t want to work around a bunch of kickass women? But I digress.)

So that led me down the rabbit hole of succession planning. Because if my own family wouldn’t take over my company, then what?

And more importantly, what about YOU?


Where Is YOUR Estate Plan? Your Business Succession Plan?

If you’re one of the rare unicorns who already has an estate plan in place—congrats! Gold star for you. ⭐ But don’t get too comfortable. Estate plans aren’t one-and-done. You need to review them, update them, and make sure they still align with your business and personal life.  And if you think paying $19.99 for that do-it-yourself WILL online is a good decision—well, if you’re dead, you’ll never know. But your heirs will.

For the rest of you sitting there with no estate plan, no will, no succession plan, just vibes and wishful thinking?

💀 That’s a disaster waiting to happen.

And let’s be clear—this isn’t just about death.
What if you become incapacitated?
What if something happens and you can’t run your business tomorrow?

Who’s stepping in?

  • Your spouse? Do they even know what you do?
  • Your kids? Are they even remotely interested?
  • Your business partners? Is there an agreement in place?

If you’re avoiding these conversations, you’re gambling with your business and your legacy.


Here’s the Hard Truth: You Already Know What to Do

Let’s not pretend like this is some complicated process that requires an MBA and a law degree to understand. You know what you need to do:

✅ If you don’t have an estate plan, get one.
✅ If you don’t have a business succession plan, create one.
✅ If you have one but haven’t looked at it in years, update it.

And guess what? We can help.

You wouldn’t let your business contracts expire without reviewing them, right? So why are you letting your LIFE contract stay incomplete?


Get Your Sh*t Together—Call Us

Look, I get it. No one wants to think about this. But avoiding it won’t make the problem go away. It just means you’re leaving a mess for the people you love.

So, let’s fix it.
Book a consultation with us at today. We’ll walk you through what you need, how to get it done, and—most importantly—how to secure your legacy like the boss you are.

Because if you’re running your business like a pro, you best be sure you have an exit plan like one, too.