Estate Planning for Business Owners (Webinar Replay)

If your business is your biggest asset, do you have a plan to protect it? In this episode, Alex Mejias breaks down estate planning and succession planning for entrepreneurs. Learn how buy-sell agreements, operating agreements, durable powers of attorney, and revocable living trusts work together to preserve your company’s value and make sure it passes to the right people—without costly, public probate.

Key Takeaways:

• A solid entity shields personal assets.
• A succession plan (often via a buy-sell agreement) preserves business value and continuity.
• A comprehensive estate plan (often trust-based) directs that preserved value to your intended beneficiaries and can avoid probate.
• Solo owners still need continuity tools (operating agreement + POA).
• Life insurance can efficiently fund buy-sell obligations

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