From the journal
Long-form thinking on estate strategy, investment management, and financial decisions for families and business owners in Middle Tennessee.
A successful exit takes longer to prepare than most owners realize. The decisions made years before a transaction determine more of the outcome than the negotiation itself.
ReadThe Illinois estate tax does not work the way the federal one does. The gap can cost a family more than $600,000 at the second death.
ReadFamily governance isn’t a legal structure. It begins with a conversation, and the right time to have it is earlier than most families expect.
ReadWhen a significant portion of your net worth sits in a single employer's stock, the question isn't whether to diversify. It's how to do it without triggering a tax catastrophe.
ReadThe 2025 tax law settled questions that hung over high-net-worth families for years. That is exactly why the months before December 31 deserve a fresh look.
ReadMost closely held businesses have a buy-sell agreement somewhere. Few have one that’s been reviewed in the last five years or properly funded.
ReadThe Ftacek Journal
Occasional notes on estate strategy, investing, business transitions, and the decisions that shape family wealth — written for our clients and friends of the firm.
A few times a year, never shared, unsubscribe anytime. By subscribing you agree to receive occasional educational emails from Ftacek Financial Services, LLC. See our Privacy Notice.