Artwork for podcast Future Focused: Sophisticated Estate Planning
A Guide for Business Owners: Navigating the Complexities of Estate Planning
Episode 286th June 2024 • Future Focused: Sophisticated Estate Planning • Wiggin and Dana LLP's Erin Nicholls and Michael Clear
00:00:00 00:15:46

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Business owners have their own set of challenges to address when considering estate planning strategies, including family concerns, personal concerns and operation of the business itself. On this episode, Partner Michael Clear supplies a roadmap of estate planning options for business owners that seek to address these challenges. He reviews the three phases of estate planning, which are foundational planning, continuity and liquidity planning, and advanced planning. Ultimately, the goal is to get the business owner through each phase, but what do these phases mean and how do we get there? Tune in for answers to these questions, and more!

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