Additional Resources

This program from Purdue University helps people organize their thoughts and information before seeing an advisor about an estate plan. Since many people avoid estate planning because they think that the process will be overwhelming, the simple six steps provided in this online program will help people prepare.

From Purdue University. Offers information, communication strategies, and frequently asked questions concerning transferring farm ownership, a presentation guide, videos showing a real transfer situation, and an interactive quiz.

This article, published in the "Family Business Review" journal (Oct. 26, 2021), provides a comprehensive framework for understanding entrepreneurial families as "family-related organizational ecosystems" that serve to generate (and balance) the accumulation of financial and socioemotional wealth. As such, the authors suggest broadening the scope of family business research to consider a wider range of organizations besides the family firm, such as family foundations, family business foundations, family offices, family holdings, family academies, and family museums.