81) Problems With Personal Wealth And Estate Planning.

Problems With Personal Wealth And Estate Planning

Problems with personal wealth and estate planning  often come up  in step seven of  The Seven Step Exit Planning Process™. Most can be be prevented if they are addressed  before the exit planning process starts.

Before you ever begin the exit planning process, you need to answer these five questions:

1) What are my estate planning preference for the disposition of my business and personal assets upon my death?
2) How will I protect my business and/or retirement income to my dependents after my death?
3) How do I intend to balance the distribution of my estate among my family members?
4) What plan will I follow for personal lifetime wealth management?
5) How will I protect my personal assets from lawsuits and potential creditors?

About Elizabeth Mower

Please watch episode 67 for more information about Elizabeth Mower and her role at Business Enterprise Institute.

More Information

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