EPS 28 — Small Business Succession: Avoiding the Pitfalls

from Pink Money · host Jerry Williams

What happens to your business when you’re gone? In this episode, Jerry shares a real-life story of a woman left struggling after her CPA husband passed without a plan in place. From probate headaches to locked accounts, Jerry explains the simple steps you can take today—like payable-on-death designations, life insurance, and succession planning—to protect your loved ones and keep your business running smoothly.💬 Have a question or comment? Contact Jerry here

Episode metadata supplied by the publisher feed · Published Sep 15, 2023

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EPS 28 — Small Business Succession: Avoiding the Pitfalls

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This episode was published on September 15, 2023.

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