You’ve worked hard to build something great. Now it’s time to protect it for yourself, your family, and your future.

As a valued client, you already understand the importance of thoughtful planning. Still, many business owners stay focused on daily operations while long-term protection gets delayed. Without clear direction, even a strong business can become vulnerable.

You may have asked yourself:

• What happens if I’m not around
• Who takes over when I retire
• Will my family be financially secure

These are not easy questions, but avoiding them can create risk, confusion, and unnecessary stress. At Meghan McNulty Law, we help clients like you put clear, coordinated plans in place to protect what matters most.

What Matters Most

Your business is both an asset and a risk
When too much wealth is tied up in your company or in real estate, an unexpected event can put it all at risk.

Intentions are not enough

Without a written and updated plan, even the clearest ideas can fall through.

Your team and family need guidance
A structured plan offers peace of mind for those who rely on you.

Planning Helps You Stay in Control

With the right strategy in place, you gain clarity, flexibility, and confidence in your next steps. We can help you:

• Create or revise your succession and exit plans
• Use legal tools to protect your business and personal assets
• Prepare your leadership team to carry out your vision
• Ensure your estate and business strategies work together

Time for a Check-In

You don’t need all the answers at once. But starting the conversation early means more choices and fewer surprises later.

If it’s been more than a year since you reviewed your trust, estate plan, or business structure, now is the time. Life moves forward, and your plan should reflect where you are today.

Why Your Annual Review Matters

• Your goals may have shifted
  Changes in your family or business might require updates.
• Laws and tax rules change
  What worked in the past may no longer offer the best protection.
• People and roles evolve
  The individuals named in your plan may no longer be the right fit.
• Transitions need to be prepared, not improvised
  Regular check-ins ensure your plan stays current and effective.

Let’s Keep Your Plan Aligned with Your Life

We’re here to help you stay on track. If you’re ready to schedule your review, let us know.

And if someone in your network could benefit from this kind of planning, feel free to send them our way. A conversation today can protect what they’ve worked so hard to build.