Privacy Policy

Last updated: May 11, 2026

This Privacy Policy describes how Dana Carlson – Family Business Planning (“we,” “us,” or “our”) collects, uses, and protects your personal information when you visit our website and when you communicate with us about our services.

By using this website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

1.1 Information You Provide Directly

When you interact with us, you may choose to provide personal information, such as:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Business name and role in the family business
  • Information you share in contact forms, emails, or consultations

If you become a client, we may also collect additional information necessary to provide professional services, which will be handled under our client engagement agreement and any applicable professional rules.

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain information, such as:

  • IP address
  • Browser type and version
  • Device type
  • Pages visited and the date/time of your visit
  • Referring website or source

This information is typically collected using cookies or similar technologies (see Section 4).

2. How We Use Your Information

We may use your information for the following purposes:

  • To respond to your inquiries and requests
  • To schedule and conduct consultations
  • To provide and manage our services to you
  • To send you informational content, updates, or resources (if you opt in)
  • To improve our website, services, and user experience
  • To maintain records required for our business and legal obligations
  • To protect our rights, property, and safety, and that of our users or others

We do not sell your personal information.

3. Legal Bases for Processing (If Applicable)

If you are located in the European Economic Area (EEA) or another jurisdiction that requires a legal basis for processing, we typically process your personal information based on:

  • Your consent
  • Our legitimate interests (such as operating and improving our services)
  • Performance of a contract with you or to take steps at your request before entering into a contract
  • Compliance with legal obligations

4. Cookies and Similar Technologies

Our website may use cookies or similar technologies to:

  • Understand how visitors use the site
  • Improve site performance and user experience
  • Remember certain preferences (where applicable)

You can usually set your browser to refuse cookies or to alert you when cookies are being sent. If you disable cookies, some features of the website may not function properly.

5. How We Share Your Information

We may share your information in the following circumstances:

  • Service Providers: With trusted third-party vendors who help us operate our website, manage communications, or provide other business support (for example, email service providers or website hosting). These parties are only authorized to use your information as necessary to provide services to us.
  • Legal Requirements: When we believe disclosure is necessary to comply with a law, regulation, legal process, or governmental request.
  • Protection of Rights: To protect our rights, property, or safety, and that of our clients or others.
  • Business Transitions: In the event of a merger, reorganization, or other business transition, your information may be transferred as part of that process, subject to appropriate confidentiality protections.

We do not sell or rent your personal information to third parties.

6. Data Retention

We retain personal information only for as long as necessary to:

  • Provide our services
  • Fulfill the purposes outlined in this Privacy Policy
  • Comply with legal, accounting, or reporting obligations

When personal information is no longer needed, we will delete or anonymize it in a reasonable manner.

7. Data Security

We use reasonable administrative, technical, and physical safeguards to protect the information we collect. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location and applicable law, you may have certain rights regarding your personal information, such as:

  • The right to access the personal information we hold about you
  • The right to request correction or update of your information
  • The right to request deletion of your information
  • The right to object to or restrict certain processing
  • The right to withdraw consent where processing is based on consent
  • The right to lodge a complaint with a data protection authority

To exercise these rights, please contact us using the details in Section 11. We may need to verify your identity before responding to your request.

If you receive marketing communications from us, you may opt out at any time by following the unsubscribe instructions included in the message or by contacting us.

9. Children’s Privacy

Our website and services are not intended for children under the age of 18, and we do not knowingly collect personal information from children under 18. If you believe we have collected such information, please contact us so we can delete it.

10. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights, you may contact us at:

Dana Carlson – Family Business Planning
[Mailing Address]
[City, State, ZIP]
Email: [your email address]
Phone: [your phone number]

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we do, we will revise the “Last updated” date at the top of this page. We encourage you to review this page periodically to stay informed about how we protect your information.