Estate planning might seem like a boring topic, but if you’re a business owner, it could be one of the most important things to think about. 

In this episode, we break down the complexities of estate planning, probate, and legal structures, and how these decisions impact your business’s success and your family’s future.

📒 Show Notes and Resources 📒


https://www.stagcoaching.com/podcast

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Kellen Ketchersid
Kellen is a co-founder of Stag Business Coaching, business strategist, and a systems thinker. He leverages his extensive experience in biotech and consulting to empower entrepreneurs to navigate complex challenges with strategic growth solutions.

Albert Gillispie
Albert is a serial entrepreneur, business efficiency expert and co-founder of Stag Business Coaching who has founded several multimillion-dollar companies. With expertise in optimizing operations and innovative systems, he mentors business leaders who want to unlock their business’s full potential.

🎤 Austin Ramsey
Austin handles many of Lynch Chappell & Alsup’s estate planning and probate cases, helping individuals prepare to pass their assets on to family, friends, and charitable organizations while planning for specific tax liabilities. Austin is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and handles a broad spectrum of arrangements within this practice, from large and complex estate planning matters to navigating Texas probate law to ensure that the decedent’s property is distributed according to his or her wishes.
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⏰ Timestamps ⏰

00:00 Introduction
02:10 Defining Estate Planning and Probate: What Does an Estate Planning Attorney Do?
04:02 The Importance of Wills, Probate, and Planning for Blended Families
06:13 Austin Ramsey’s Journey
09:21 Key Legal Steps for Business Owners
18:37 Common Legal Pitfalls and the Value of Professional Legal Advice
33:38 Planning for the Future

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