Terms and Conditions
Last updated: May 11, 2026
Welcome to the website of Dana Carlson – Family Business Planning (“we,” “us,” or “our”). These Terms and Conditions (“Terms”) govern your use of our website and any content, information, or services provided through it (collectively, the “Site”).
By accessing or using the Site, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, please do not use the Site.
1. Use of This Site
You may use this Site only for lawful purposes and in accordance with these Terms. You agree not to:
- Use the Site in any way that violates applicable local, state, national, or international law or regulation.
- Use the Site to transmit or procure the sending of any unauthorized advertising, promotional material, spam, or similar solicitations.
- Attempt to gain unauthorized access to, interfere with, damage, or disrupt any part of the Site, the server on which the Site is stored, or any server, computer, or database connected to the Site.
- Use any robot, spider, or other automatic device to access the Site for any purpose without our express written consent.
We reserve the right to suspend or terminate your access to the Site if we believe you have violated these Terms.
2. No Legal or Financial Advice
The content on this Site is provided for general informational and educational purposes only. It does not constitute:
- Legal advice
- Financial advice
- Tax advice
- Investment, accounting, or other professional advice
Your use of the Site does not create an attorney–client relationship or any other professional relationship between you and us.
You should not act or refrain from acting on the basis of any information on this Site without seeking appropriate professional advice from a licensed attorney, financial professional, or other qualified advisor familiar with your specific situation.
3. Professional Services
If you choose to engage us for professional services, the terms of that engagement will be set forth in a separate written engagement agreement or similar contract. That agreement, not this Site or these Terms, will govern the scope, nature, and terms of the professional services provided.
Nothing on this Site is an offer to represent you or to provide services in any jurisdiction where we are not properly licensed or authorized to do so.
4. Intellectual Property
All content on the Site, including but not limited to text, graphics, logos, images, audio, video, icons, and software, as well as the design, structure, and arrangement of such content (collectively, “Content”), is owned by us or our licensors and is protected by United States and international copyright, trademark, and other intellectual property laws.
You may view, download, or print a reasonable number of pages of the Site for your personal, non-commercial use only, provided that you:
- Do not remove any copyright, trademark, or other proprietary notices.
- Do not modify, reproduce, distribute, publicly display, or create derivative works based on the Content without our prior written consent.
All trademarks, service marks, and logos displayed on the Site are the property of their respective owners. Nothing on the Site grants you any license or right to use any trademark without the prior written permission of the owner.
5. User Submissions and Communications
If you submit information through contact forms, email, or other means available on the Site (“User Submissions”), you agree that:
- You are responsible for the accuracy and legality of the information you provide.
- You will not submit any information that is unlawful, defamatory, obscene, harassing, or otherwise objectionable.
- You will not include confidential or highly sensitive information in initial, unsecured communications through the Site.
You understand that sending information through the Site or by email does not create an attorney–client relationship. Please do not send confidential information unless and until a formal engagement has been established.
6. Third-Party Links and Resources
The Site may contain links to third-party websites or resources for your convenience. We do not control, endorse, or assume responsibility for the content, privacy policies, or practices of any third-party sites.
If you access any third-party websites from the Site, you do so at your own risk and are subject to the terms and conditions of those websites.
7. Disclaimers
7.1 No Guarantees
We make no representations or warranties about:
- The completeness, accuracy, reliability, or timeliness of the Content on this Site
- The results you may achieve by using the Site or any Content
Your use of the Site and reliance on any information is at your own risk.
7.2 “As Is” and “As Available”
The Site and its Content are provided on an “as is” and “as available” basis, without any warranties of any kind, either express or implied, including but not limited to:
- Warranties of merchantability
- Fitness for a particular purpose
- Non-infringement
To the fullest extent permitted by law, we disclaim all such warranties.
8. Limitation of Liability
To the fullest extent permitted by law, in no event shall Dana Carlson – Family Business Planning, its owner(s), employees, contractors, or agents be liable for any:
- Indirect, incidental, special, consequential, or punitive damages
- Loss of profits, revenues, data, or goodwill
arising out of or in connection with:
- Your use of, or inability to use, the Site
- Any Content on the Site
- Any actions taken or not taken based on the Site
Even if advised of the possibility of such damages.
If, notwithstanding the above, we are found to be liable to you for any damage or loss arising out of or connected with your use of the Site, our total liability shall in no event exceed [an amount such as $100] or the amount you paid to us, if any, for using the Site, whichever is greater.
9. Indemnification
You agree to indemnify, defend, and hold harmless Dana Carlson – Family Business Planning and its owner(s), employees, contractors, and agents from and against any and all claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys’ fees) arising out of or related to:
- Your use of the Site
- Your violation of these Terms
- Your violation of any rights of another person or entity
10. Privacy
Your use of the Site is also governed by our Privacy Policy, which explains how we collect, use, and protect your information. By using the Site, you consent to our collection and use of information as described in the Privacy Policy.
11. Changes to the Site and These Terms
We may update, modify, or discontinue any part of the Site at any time without notice.
We may also revise these Terms from time to time. When we do, we will update the “Last updated” date at the top of this page. Your continued use of the Site after any such changes constitutes your acceptance of the new Terms. We encourage you to review this page periodically.
12. Governing Law and Jurisdiction
These Terms and your use of the Site are governed by the laws of the State of [Primary State, e.g., Minnesota or Maryland], without regard to its conflict of law principles.
Any disputes arising out of or relating to these Terms or your use of the Site shall be brought exclusively in the state or federal courts located in [County, State], and you consent to the personal jurisdiction and venue of such courts.
13. Severability
If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be enforced to the maximum extent permissible and the remaining provisions shall remain in full force and effect.
14. Entire Agreement
These Terms, together with our Privacy Policy and any additional terms that may apply to specific portions of the Site, constitute the entire agreement between you and us regarding the Site and supersede all prior or contemporaneous communications and proposals, whether electronic, oral, or written, relating to the Site.
15. Contact Information
If you have any questions about these Terms, please contact Dana Carlson.