All Business is Personal | Episode 15 | Estate Planning for the Owners

In the final episode of the All Business is Personal video series, Partner Steve Stafford discusses the importance of Estate Planning for Business Owners.

Whether it is Foundational Estate Planning or Advanced Estate Planning, a well-crafted Estate Plan ensures your assets are distributed according to your wishes.

Steve breaks down the key differences between these two segments and explains why having the right estate plan is crucial for business owners. Thank you for tuning in! We hope you found the series informative and insightful.

As a reminder, this video and all of the other videos in this series are for EDUCATIONAL AND INFORMATION PURPOSES ONLY, AND SHOULD NOT BE TAKEN AS LEGAL OR TAX ADVICE.

Click below to view other episodes in the series:

Episode 1 – Introduction: https://youtu.be/2I68fXD953g

Episode 2 – C Corporations: https://youtu.be/-YsbkeOzKfQ

Episode 3 – S Corporations: https://youtu.be/12-tki9P4P0

Episode 4 – Limited Liability Companies: https://youtu.be/1dW7PrY_V-Y

Episode 5 – Liability Protection: https://youtu.be/cH7N6Yi4emg

Episode 6 – Financial & Tax Planning: https://youtu.be/n2Y_VjUlDKA

Episode 7 – Employees and Human Capital: https://youtu.be/oEQCHtL3bnA

Episode 8 – Business Contracts and Licenses: https://youtu.be/XpT_wlwSO8A

Episode 9 – Intellectual Property, Trade Secrets, Website, Social Media: https://youtu.be/b97whlzdl3g

Episode 10 – Real Estate Planning and Office Leases: https://youtu.be/z81dWYndh64

Episode 11 – Succession Planning: https://youtu.be/TjRr1PRV6vk?si=OFEVHYH__auAwpjW

Episode 12 – Pre-Sale Due Diligence and Tax Planning: https://www.youtube.com/watch?v=Y2-9dghKaxg

Episode 13 – Pre-Sale Due Diligence and Tax Planning Part Two: https://youtu.be/SKvWDdeve5Q

Episode 14 – Selling the Company: https://youtu.be/H-R8p10Cklg

Episode 15 – Estate Planning for the Owners: https://www.youtube.com/watch?v=s2N4T8FIWzw

As a reminder, this video and all of the other videos in this series are for EDUCATIONAL AND INFORMATION PURPOSES ONLY, AND SHOULD NOT BE TAKEN AS LEGAL OR TAX ADVICE.

Stephen Stafford

Stephen Stafford, J.D., LL.M.