Business Owners: Protect Your Family & Your Business
You've spent years building your business. You've made payroll through the hard months, taken the risks, and turned an idea into something real. But here's a question most owners never stop to ask: what happens to it if something happens to you?
For most business owners, the company is one of their largest assets and one of their least protected. The estate plan built around it is often an afterthought, if it exists at all. And without the right structure in place, the business you worked so hard to build can become the very thing that puts your family at risk.
In this webinar, we'll show you how the pieces fit together. Trusts, LLCs, powers of attorney, and a real succession plan aren't separate boxes to check. They work as a system, one that protects your family and everything you've built at the same time. Join us on September 9th, 2026, and walk away knowing your business is set up to outlast any surprise.
.png)
Webinar Details
What Will You Learn
Running a business means you're used to solving problems as they come. But some problems can't be solved after the fact, and the future of your company is one of them. This webinar is about getting ahead of it while the decision is still yours to make.
Here's some of what we'll cover:
- Why your business needs its own place in your estate plan. It's often the biggest asset a family owns and the one most likely to be left exposed, and we'll show you why a personal trust alone usually isn't enough.
- How trusts and LLCs work together. Each one does a different job, and used the right way they can shield your business, simplify what passes to your family, and keep things out of probate.
- What happens to the business if you can't run it. A power of attorney built for a business owner decides who keeps the doors open and the decisions moving if you're ever unable to, instead of leaving your family scrambling.
- Why succession planning is more than naming a successor. Who takes over, how ownership transfers, and how you're paid for what you built all need to be spelled out long before anyone needs the answers.
- How to keep your family and your business from working against each other. Without a plan, the two can end up in conflict at the worst possible time, and we'll talk about how the right structure keeps everyone on the same side.
- What it takes to keep the plan current. Businesses grow, partners change, and value shifts, so we'll cover how to make sure your plan keeps pace with what you're building.
By the end, you'll understand how these tools fit together into one plan, and how to set it up so that everything you've built stays protected for the people who matter most.
Client Reviews
Restating my existing Revocable Living Trust was a five-star experience.
Restating my existing Revocable Living Trust was a five-star experience. Their professionalism, knowledge and guidance of what I needed to update my trust was a huge aid to help me make the right decisions for my trust. They were remarkably quick to respond to any questions I had.
It was a very easy process online with them to make the updates and complete the restated trust in only a couple of online meetings! Knowing now how easy this process is, there is no reason for anyone to put off creating a trust for their family. S.T.E.P. truly is what it says, they are specialized in assisting people who need this service but have no idea of how to get started.
M. Brennan
I had an excellent experience with S.T.E.P. (Specialized Trust & Estate Plan)
Jon and his team are knowledgeable, professional, and took the time to clearly explain the process. They made what could have been a complicated and overwhelming experience feel organized and manageable. Communication was consistent and timely, which gave us confidence throughout.
Jon truly cares about his clients and makes you feel like you are his top priority. I would highly recommend S.T.E.P. to anyone looking for reliable and trustworthy estate planning services.
Natalie S.
Restating my existing Revocable Living Trust was a five-star experience.
With the updating of our wills, living trust, advanced directive, etc. as a part of our estate planning. This was increasingly necessary due to my wife's onset of multiple myeloma (blood cancer). Once the process engaged, it went very smoothly and our entire estate planning was put into place seamlessly, effectively, and very quickly.
We couldn't have been more pleased with the entire process. I would highly recommend this experience to all other people wishing to create or upgrade their plans.
Keith H.
I used Jon Sanchez S.T.E.P. services to restate my out-of-date trust.
My existing trust had been generated by a large attorney firm. The S.T.E.P. process uncovered several undesirable entries, previously unknown to me. Once restated, Mr. Sanchez patiently, articulately, and comprehensively reviewed, line-by-line, the restated trust with me. Just as important, I am receiving detailed guidance on correctly retitling every asset held in the trust. Unlike the trust generated from the attorney firm, I have complete confidence that the S.T.E.P. restated trust, and updated asset titling, achieves my intentions.
Wes Lucken
Jon Sanchez
STEP Founder, Specialized Trusts & Estate Plans
Jon has spent 36 years advising families on their wealth, overseeing more than $380 million in client assets.
He built S.T.E.P. after watching his own father's trust, drafted, signed, and notarized, turn out to be worthless because it was never funded.
He now hosts a live estate planning show and runs these webinars to walk families through the same gaps he's spent his career fixing, in clear and simple language.
