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 the latest episode of Wisdom and Wealth, we’re exploring how proactive estate planning can help you pursue those goals.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:39 - The role estate planning plays for a business owner

2:47 - Most entrepreneurs aren't adequately addressing the need for estate planning

5:22 - Many estate plans are outdated

6:30 - How an outdated estate plan can negatively impact a business owner and their family

8:27 - The first step in updating your estate plan

10:09 - You need to consider how your children will receive assets

13:42 - Building your estate plan

15:23 - The mistakes that can be made during estate planning efforts

17:09 - How to get in touch with Frank and his team

18:34 - Closing remarks

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