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A Guide for Business Owners: Navigating the Complexities of Estate Planning
Manage episode 422382554 series 3434332
Konten disediakan oleh Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Business owners have their own set of challenges to address when considering estate planning strategies, including family concerns, personal concerns and operation of the business itself. On this episode, Partner Michael Clear supplies a roadmap of estate planning options for business owners that seek to address these challenges. He reviews the three phases of estate planning, which are foundational planning, continuity and liquidity planning, and advanced planning. Ultimately, the goal is to get the business owner through each phase, but what do these phases mean and how do we get there? Tune in for answers to these questions, and more!
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