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Entrepreneurs: Here's Why You Need an Estate Plan!
Manage episode 319167379 series 2917715
Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
In the latest installment of Modern Wealth Management, Darrick and Ryan are exploring how proactive estate planning can help you pursue these goals and build an amazing life of significance.
Too often estate plans can become outdated. Listen as we showcase the steps you can take to ensure your plan is current and capable of supporting you and your goals.
Timecodes:
0:07 - Introduction and overview on the topic of the day
2:27 - The roll of estate planning in the life of an entrepreneur
4:52 - Most people have a plan in place, but the plan is really outdated
8:19 - The downfalls of having an outdated estate plan
10:38 - An example of how an outdated plan can put an entrepreneur in jeopardy
15:02 - The first steps into updating your estate plan overall
17:48 - The initial conversation when reviewing someone's existing estate plan
20:46 - What should someone be on the lookout for when updating their estate plan
22:40 - How you can get in touch with the team at Monon Wealth Management for more information
24:06 - Closing remarks
Connect with Darrick and Ray:
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