A business can be one of the most meaningful things you build in your lifetime. But without the right plan, it can also become one of the most complicated things your family has to untangle.
In this episode, Stacy sits down with estate planning attorney Katya Sverdlov to talk about the real-life decisions business owners need to make before a crisis hits. From buy-sell agreements and key person insurance to prenups, trusts, and simply knowing who can access the bank accounts. This conversation is all about protecting your business, your family, your employees, and the legacy you’ve worked so hard to create.
You’ll hear them discuss:
Why estate planning for business owners has to go beyond personal wills, trusts, and family assets
The simple first step every entrepreneur can take: making a clear list of accounts, policies, payroll contacts, and key business information
How a buy-sell agreement can protect your heirs, your partners, and the future of the business
Why life insurance and disability coverage can be essential tools for business continuity
How business ownership can create major complications in marriage, divorce, and inheritance planning
Why timing matters when it comes to trusts and asset protection
The importance of having honest conversations with your family about your wishes before they are left guessing later
Resources
Katya Sverdlov on Sverdlov Law | Email:
[email protected] | LinkedIn | Phone: 212-709-8112
Stacy Francis on LinkedIn | X(Twitter) | Email
FrancisFinancial.com
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
Ireland