David Greco - Protecting Your Business and Family From Probate

To Read This Episode's Transcript: Click Here David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown.  In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise. We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com Are you and your Company Transition-Ready? Click Here for a free report & assessment!