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Estate Planning and Business Scaling: Protect Your Family, Your Business, and Grow Your Company

Make Money Mondays – A PCUL Virtual Business Lecture Series

Monday, December 15, 2025 | 7:00 – 8:00 PM (Virtual)

Join us for an exclusive session featuring Ruby Montes (formerly Ruby Wake) and Karen Skyers with Heiress Law

Topic: Estate Planning and Business Scaling

Learn:

How Estate Planning Protects Your Business & Family

  • Learn why every entrepreneur needs an estate plan and how tools like wills, trusts, and succession documents protect your business and loved ones.

Essential Estate Planning Steps for Business Owners

  • Get clear guidance on must-have documents—operating agreements, beneficiary designations, powers of attorney, and key-person planning—to secure your legacy.

Smart Tips for New Business Owners

  • Learn practical strategies for starting strong—how to set up your business correctly, protect your assets, and take the first steps with confidence. 

ABOUT HEIRESS LAW
At Heiress Law, we do more than draft documents—we help families protect what they’ve built and create strategies to grow it for generations to come. From Florida to New York, we guide individuals and families in preserving wealth, passing down values, and making decisions today that secure tomorrow.

Register Here
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