257 - Protect Your Legacy: Estate Planning for Business Owners with Marty Cain

Written By Guest User

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

  •   ”Focus is a really hard thing to capture in business every single day. -Khalil

  • “It's the little things that matter most. The reason they matter the most is that they are the things you can actually do.” -Martin

  • “I think what the focus should be is what's the biggest constraint, what constraint is choking us the most?” -Khalil

  • The thing about focus is that it implies that it's the one thing you're working on, but it doesn't absolve you from doing everything else.  You still have to do everything else, but you're not involved in making change, as you are on the thing you're focusing on. -Martin

Resources

  • 24 Things Construction Business Owners Need to Successfully Hire & Train an Executive Assistant

  • Schedule a 15-Minute Roadblock Call

  • Check out OpenPhone

  • Build a Business that Runs without you. Explore our GrowthKits 

  • 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

More from Martin

More from Khalil

More from The Cash Flow Contractor

Guest User
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