If you are like many business owners, you’re looking out for more than just the financial health of your company. You also want to take care of your family and loved ones by providing for them and setting them up for rewarding lives of their own.

In the latest installment of Optimizing Your Financial World, we're exploring how proactive estate planning can help you pursue those goals.

Sit back, relax, and enjoy another thought-provoking conversation!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:40 - The role estate planning has within the life of an entrepreneur

3:01 - Are business owners taking the necessary steps to get an estate plan in order?

6:14 - Many business owners allow their estate plans to become outdated

8:44 - What entrepreneurs should be considering if their plan is outdated

10:36 - How implementation of an estate plan works

12:43 - The mistakes to avoid within estate planning measures

14:18 - How you can get in touch with Mark and his team

15:15 - Closing remarks

Connect with Mark Wade:

Website

LinkedIn