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Module 2 Lesson 7 Your Personal Legal Protections

Did you know that you can title your business in the name of a trust for additional legal protections? As an entrepreneur, your legacy may be the most significant issue you think about when it comes to what matters most to you – your family and your work in the world. After you are gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will miss you deeply. Your business needs to be able to go on to support them. And the family members you leave behind should be cared for. Use the inventory below to compile your personal and business assets to create an estate plan. Once completed, schedule a consultation with one of our Estate Planning Attorneys

Already Have an Estate Plan?

Evaluate the documents and processes that you need to ensure you and your family are protected in the event of sickness or death. This plan review worksheet should be used to review your existing plan. For each line, as you review your plan, indicate Has, Needs or N/A if not applicable.

Evaluate the documents and processes that you need to ensure you and your family are protected in the event of sickness or death. This plan review worksheet should be used to review your existing plan. For each line, as you review your plan, indicate Has, Needs or N/A if not applicable.

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