Life throws curves balls every day. If you wait too long to plan, the assets in your estate may not be distributed in the manner you intend. In some cases your decision may be reactionary, leading to mistakes. In this episode, host of Grow Your Business and Grow Your Wealth podcast, Gary Heldt, sat down with CPM Attorney, Geoffrey Kunkler to discuss estate planning for businesses and individuals. Some of the topics covered on this weeks show include:
- How the same tools can be applied in both elder law and estate law
- Why estate planning is the best way to control where your assets end up
- How people need to go over their estate planning regularly
- Why people should hire an estate planner to help prepare a trust
- How it’s important to have a legal plan when going into business with a partner
The Grow Your Business and Grow Your Wealth Podcast with Gary Heldt is the go-to place to help plan for your future. Whether you’re a business owner looking to maximize your tax profit, a parent planning for college, or an individual looking to improve your life, Gary is the expert for you.Guests on the podcast will chat with Gary and share their secrets to build a better financial foundation for your business and your life. Tune in for informative conversation about keeping your finances organized and not wasting your well-earned money.