Financially Simple

Estate Planning, with Julie Eisenhower

Informações:

Sinopsis

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 principal 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. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 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 _________________   USEFUL LINKS: Work with Our Team Julie Eisenhower, Linked