Entrepreneurs: Here's Why You Need an Estate Plan!

12/04/2023 20 min Episodio 28
Entrepreneurs: Here's Why You Need an Estate Plan!

Listen "Entrepreneurs: Here's Why You Need an Estate Plan!"

Episode Synopsis

If you are like many business owners, you’re looking out for more than just the financial health of your company. You also want to take care of your family and loved ones by providing for them and setting them up for rewarding lives of their own. On today's episode of Your Money & A Cup of Joe, we’re going to explore how proactive estate planning can help you pursue those goals.Timecodes:0:06 - Introduction and overview on the topic of the day1:29 - The role estate planning plays in the life of an entrepreneur2:33 - Do entrepreneurs recognize the need for smart estate planning? 3:27 - Many entrepreneurs aren't taking the necessary steps to update their estate plans6:46 - An outdated estate plan can put your family's financial future at risk9:33 - The first step in getting your estate planning efforts back on track11:56 - Steps to consider when updating your estate plan14:03 - The mistakes to avoid within estate planning efforts16:01 - How to get in touch with Joe and his team17:35 - Closing remarksConnect with Joe Calao:WebsiteLinkedIn