In today's day and age, you need to be just as intentional when building your legacy plan, as you where when creating your business in the first place. Too often, we see the misconception of creating an estate plan and then not regularly monitoring that plan.

On the latest episode of Wealth, Health and Other Things You Should Know, we're diving deep into the legacy planning process and why this is such an important topic for business owners and their families to be considering. 

Chapters:

0:00 - Introduction and overview on the topic of the day

1:12 - The challenge facing many families with significant wealth

2:17 - Why wealth preservation is such a key concern for successful business owners

4:05 - The ripple effect of constant erosion of wealth over time

5:29 - How intentional legacy planning efforts can make a positive impact on life

7:15 - Cameron Buetel's background and the work he does with successful families and business owners

9:08 - The process of implementing an intentional legacy plan

13:40 - How you can start creating your own legacy plan

15:30 - The story of a successful family facing this very challenge

17:47 - How you can get in touch with Cameron and his team

19:10 - Closing remarks

Connect with Brian and Cameron Buetel:

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