As entrepreneurs and business owners, it is important to think about the future of your loved ones and business in the case that the unthinkable happens. In this episode, we discuss estate and continuity planning. Our conversation takes us into the details of how to avoid failure points and the options, stages, key roles and steps to consider when it comes to estate planning.

Don’t wait until it’s too late and tune in to this episode now!

Resources:

• Entrepreneur Aligned Four Key Roles In Estate Plans That Work (https://entrepreneuraligned.com/insights/four-key-roles-in-estate-plans-that-work)

What’s Discussed in This Episode:

1. Roles You See In Estate Plans [02:18]
   • Beneficiaries [3:03]
   • Trustees [4:45]
   • Power of Attorney [5:36]
   • Executors [6:24]
   • Guardians [8:23]
2. Key responsibilities in estate plans [2:54]
3. Traits to consider in key roles [9:30]
4. Talking to family about estate plans [12:15]
5. Set up trustee for success [17:01]
6. Medical and Finance Power of Attorney traits [19:37]
7. Traits to consider in guardians [22:26]

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