Unknown Ways You Shipwreck Your Estate and Business!

Unknown Ways You “Shipwreck” Your Business!
Tom Perrone, CLU,CIC, President discusses why business owners don't have completed financial plans and reasons why!
This blog post is for the business owners who want to make sure their planning is solid and won’t shipwreck their businesses, estates and legacy. However, because of past experiences dealing with some professionals, their planning is incomplete, and they have put their financial planning on hold. In summary, they are motivated to make sure they have good plans but are frustrated with the system of getting their planning efficiently completed.
Throughout my career I have often wondered why business owners put things off that should not be delayed, as the price of doing nothing can be very costly. Ask any attorney how many unsigned wills they have in their file cabinets and watch them roll their eyes.

Show Notes

Unknown Ways You “Shipwreck” Your Business! 

This blog post is for the business owners who want to make sure their planning is solid and won’t shipwreck their businesses, estates and legacy.  However, because of past experiences dealing with some professionals, their planning is incomplete, and they have put their financial planning on hold.  In summary, they are motivated to make sure they have good plans but are frustrated with the system of getting their planning efficiently completed.   

Throughout my career I have often wondered why business owners put things off that should not be delayed, as the price of doing nothing can be very costly. Ask any attorney how many unsigned wills they have in their file cabinets and watch them roll their eyes. 

Listen to my discussion with Bill about his business and estate and how we moved forward in planning and why!

Tom Perrone is a 53 year veteran in the business, benefits and estate planning area. Working with business owners, he discusses why he believes business owners lack in planning their own estate and business plans. 

Thank you Russell Collins Australia MDRT for your great presentations in these areas which have been an inspiration to me.
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