Protecting Your Legacy from the 5 Ds

04/09/2025 10 min
Protecting Your Legacy from the 5 Ds

Listen "Protecting Your Legacy from the 5 Ds"

Episode Synopsis

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-doWhat could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution. These events can derail not only a business but also the relationships behind it. In this episode, Rob explains why ignoring these risks is like setting your legacy on fire, and how strong corporate documents are the key to protecting the business you’ve worked so hard to build.Here’s what we discuss in this episode:⚖️ The 5 Ds: death, divorce, disability, disagreements, dissolution💔 How personal issues spill into business ownership🚨 Real examples of litigation when planning was ignored🔑 Steps you can take today to safeguard your companyOur website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/

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