EPISODE · Aug 12, 2025 · 32 MIN
Protect What You've Built (Before It's Too Late): Estate Planning for Entrepreneurs with Lauren Klein
from The New Money Podcast · host The Wealth Collaborative
In this episode, Hannah is joined by Lauren Klein, an estate planning attorney with over a decade of experience, a master’s in tax law, and a heart for serving modern business owners—especially women.Whether your business is scaling, you’re sitting on serious profits, or you simply want to protect your family, your team, and your time—this conversation will change the way you think about your financial plan.What We Cover:What estate planning really is (and why it’s not just for the ultra-wealthy or the elderly)The four essential documents every business owner needsHow to protect your business and your family in case of the unexpectedWhy a revocable trust is often better than a will (especially for entrepreneurs)What the probate process is really like (and how to avoid it)The tax-side of estate planning: what to do before you scale or exit your businessHow planning now can save your family millions laterReal-world examples of founders who did it right—and what you can learn from themConnect with Lauren: Flourish Law Group – https://flourishlawgroup.comInstagram: @lawyerlaurenklein
What this episode covers
In this episode, Hannah is joined by Lauren Klein, an estate planning attorney with over a decade of experience, a master’s in tax law, and a heart for serving modern business owners—especially women.Whether your business is scaling, you’re sitting on serious profits, or you simply want to protect your family, your team, and your time—this conversation will change the way you think about your financial plan.What We Cover:What estate planning really is (and why it’s not just for the ultra-wealthy or the elderly)The four essential documents every business owner needsHow to protect your business and your family in case of the unexpectedWhy a revocable trust is often better than a will (especially for entrepreneurs)What the probate process is really like (and how to avoid it)The tax-side of estate planning: what to do before you scale or exit your businessHow planning now can save your family millions laterReal-world examples of founders who did it right—and what you can learn from themConnect with Lauren: Flourish Law Group – https://flourishlawgroup.comInstagram: @lawyerlaurenklein
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Protect What You've Built (Before It's Too Late): Estate Planning for Entrepreneurs with Lauren Klein
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