Oct 25, 2021
In episode 382 of Financially Simple, Justin discusses Estate Planning with guest Julie Eisenhower of Triamicus Law.
Estate Planning is essential for every business owner, having a legal document in place in case the unexpected happens to you or if you are the principle beneficiary of another business owner. In this episode, Justin and Julie go over the differences between Estate Planning for a business owner and a non-business owner, considerations of inheriting a business, co-mingling and giving someone the power of attorney on your behalf.
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00:42 - Estate Planning, with Julie Eisenhower
02:26 - Business Owner vs. Non-Business Owner
04:37 - Case Example
08:04 - Inheriting a Business
10:57 - Co-Mingling
13:15 - Power of Attorney
16:49 - Recommended Reading
18:48 - A Nugget of Wisdom
20:10 - Wrap Up
Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.