August 22, 2025

Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman

33 minutes

In this episode, we ask:

Are you a small to mid-size business owner?

Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?

Who is Adam Zuckerman?

Do you have a will?

Do you have a trust?

Do you have an attorney?

Do you have a financial planner?

Do you have a CPA?

What is the story behind the words Buried in Work?

What is the reality when someone passes away?

Does everyone already have an estate plan?

Who is in control of that plan?

Do you have funeral plans in place?

What are the frameworks found on Buried in Work?

What is the estate planning pyramid?

What’s Adam’s story with life insurance?

What is the CLEAR kit?

What should your family do?

Is there a checklist?

What or who needs to be paid?

What are your succession plans for the business?

What happens next?

What are the information hubs?

How might I find the words to have this challenging conversation?

Do you have advanced directives in place?

What happened in the hospital?

What about the card deck?

Do you need an attorney?

What situations don’t require an attorney?

Do you have a trust?

Is the trust funded?

Where does one start?

Would you like to visit buriedinwork.com?

What are the takeaways?

Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.

Buried in Work’s resources include more than 150+ information hubs, 2,000+ articles, 100+ checklists and guides, service provider directories, a podcast, and innovative tools like the Executor’s Summary Report, CLEAR Kits, and card games that facilitate meaningful conversations about legacy and preparation.

Adam’s mission is simple yet powerful: to make life’s hardest moments a little easier by helping families get organized, communicate openly, and prepare comprehensively for the unexpected.

Learn more at www.BuriedInWork.com.

...more

View all episodes

By Not Your Average Financial Podcast™

4.7

122122 ratings

August 22, 2025

Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman

33 minutes

In this episode, we ask:

Are you a small to mid-size business owner?

Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?

Who is Adam Zuckerman?

Do you have a will?

Do you have a trust?

Do you have an attorney?

Do you have a financial planner?

Do you have a CPA?

What is the story behind the words Buried in Work?

What is the reality when someone passes away?

Does everyone already have an estate plan?

Who is in control of that plan?

Do you have funeral plans in place?

What are the frameworks found on Buried in Work?

What is the estate planning pyramid?

What’s Adam’s story with life insurance?

What is the CLEAR kit?

What should your family do?

Is there a checklist?

What or who needs to be paid?

What are your succession plans for the business?

What happens next?

What are the information hubs?

How might I find the words to have this challenging conversation?

Do you have advanced directives in place?

What happened in the hospital?

What about the card deck?

Do you need an attorney?

What situations don’t require an attorney?

Do you have a trust?

Is the trust funded?

Where does one start?

Would you like to visit buriedinwork.com?

What are the takeaways?

Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.

Adam’s mission is simple yet powerful: to make life’s hardest moments a little easier by helping families get organized, communicate openly, and prepare comprehensively for the unexpected.

Learn more at www.BuriedInWork.com.

...more