Chapter 5: Estate Planning & Business Succession

Nov 7, 2022 | Resources for Funeral Homes

I got my start in the financial services world by selling life insurance across the kitchen table to young families. Once, as I met with a 20-something couple, the husband told me it was ironic we were meeting because they had just found out the day before that his wife was pregnant.

Read Full Article

Explore More

Recent Posts

How to Start a Funeral Home Business in Your Community: A Complete Guide

Starting a funeral home requires a blend of compassion, organization, and business acumen. It’s a unique venture—one that serves families in some of their most difficult moments, while also requiring strict compliance with licensing, facilities, and ethical standards....

Smarter Document Systems for Funeral Homes

You didn’t open a funeral home to swim in paperwork. But here it is, flowing from everydrawer, multiplying with every call, and threatening to gum up your already delicateprocess. A birth certificate scan here, an invoice trail there, a decades-old signed releaseyou...

Thoughtful Ways to Prioritize Emotional and Mental Wellness

Embarking on a journey to enhance your mental well-being can be both exciting and rewarding. By exploring unique strategies, you can find new ways to manage stress and foster a deeper sense of fulfillment in your life. Engaging in mindfulness activities like...

How to Start Fresh in a New Place After a Loss

Losing a loved one is undoubtedly one of the hardest experiences we can endure. After such a devastating event, it’s understandable to feel overwhelmed and lost. For some, starting fresh in a new place can provide comfort and help ease some of the pain. Here are tips...