Estate Planning: The Business Owner’s Blind Spot

As business owners, we wear many hats—CEO, rainmaker, employee, and sometimes even janitor. But one role that often gets overlooked is “Legacy Builder.” This presentation will guide you through how estate planning can protect your business, your family, and everything you’ve worked so hard to build.

Whether you’re just starting out or planning your exit strategy, you’ll learn how to legally prepare your business for the unexpected—death, disability, or retirement—and ensure your business doesn’t become a burden to your loved ones or dissolve after you’re gone.

Attendees will walk away with the tools and knowledge to start securing their legacy today—not someday.

Discussion Topics:

• Wills, Trusts & Your Business: Which tools work best to protect ownership, continuity, and privacy
• Incapacity Planning: What happens to your business if you’re suddenly unable to make decisions?
• Family vs. Business: Avoiding conflict when your loved ones are left to deal with your company
• Choosing the Right Successor: How to name a backup decision-maker for your business and finances
• Trusts vs. Operating Agreements: How to structure business and estate documents so they work together
• What Happens Without a Plan: The high cost of probate, taxes, and chaos for business owners who die intestate
• Protecting Generational Wealth: Using estate planning to ensure your business becomes a legacy, not a liability
• Next Steps: How to schedule a personalized Legacy of Love Planning Session to protect what you’ve built