From Our Firm
Welcome to Our Blog
Thoughts on estate planning, our community, and the families and business owners we serve. Written in the same voice you will hear when you walk through our door.
Tools & Assessments
Work through it, don't just read about it
Interactive pieces you can use to think through your own situation. They live here so they are always easy to find.
The Crown Readiness Assessment
Fifteen questions on the four threats every closely held business faces. At the end: a readiness score and your estate tax exposure.
Take the assessment →Should I Sell Now or Wait?
Move the sliders to model the math behind selling an appreciated asset now versus holding it. The answer depends on assumptions worth making on purpose.
Open the calculator →You Just Leveled Up
Estate planning for your life stage, built for people who grew up with a controller in hand. Choose your player and work through what matters first.
Press start →