Want to protect your business and family? Marty Cain shares vital insights on estate planning for business owners. Discover how to set up and fund your trust effectively!
Time Stamps
- 00:58 - Guest Intro
- 01:41 - Marty's Background and Practice
- 02:56 - The Importance of Estate Planning
- 15:27 - The Probate Process Explained
- 30:46 - The Importance of Properly Funding a Trust
- 32:43 - Key Assets to Include in Your Trust
- 33:46 - Handling Real Estate in a Trust
- 35:16 - What Happens Without a Will or Trust
- 37:22 - Creating and Storing a Will
- 41:57 - The Concept of a Death Box
- 48:23 - Finding a Good Estate Planner
- 51:02 - Steps to Work with an Estate Planner
- 52:48 - Conclusion and Contact Information
Snippets from the Episode
- ” 72% of people in our country have done nothing.” - Marty
- “Just think about the cost that you're gonna put on your family without the estate plan, without having a trust in place so that it goes into probate.” -Khalil
- “The beauty sometimes of the trust is that it leaves a lot more instructions and can leave some protection from some of life's risks to our children and adult children when we ultimately pass away.” -Marty
- ”What I've learned in estate planning is that the better listener you are, the better you'll be able to counsel and guide your client to what tools they need to use.” -Marty
Resources
More from Marty Cain
- Estate Planners for Life website
- Marty Cain on LinkedIn
- Call Marty Cain - 405-364-2246
- Email Estate Planners for Life
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More from Khalil
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