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

⁠⁠24 Things⁠⁠⁠ Construction Business Owners Need to Successfully Hire & Train an Executive Assistant
⁠⁠⁠Schedule⁠⁠⁠ a 15-Minute Roadblock Call
Check out ⁠⁠⁠OpenPhone⁠⁠⁠
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Need Marketing Help? We Recommend ⁠⁠⁠Benali⁠⁠⁠
Need Help with podcast production? We recommend ⁠⁠⁠Demandcast⁠⁠⁠

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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32 - A discussion with Justin "Juice" Lake and WWDC stuff!