David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.”
Estate planning for business owners can be extremely complicated. If their business has any value, they will need more than just a will and power of attorney. Working with an estate attorney or a professional fluent in estate planning for business owners will help ensure that their needs are met and that they have adequate estate planning.
Click here for more estate planning considerations in the final episode of this series.
What to watch for:
Property Titling- 00:20
Estate Planning Documents- 1:00
Estate Liquidity- 1:45
Business Transfer Techniques- 2:40