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In Process Podcast

In Process: Conversations about Business in the 21st Century is presented by Trusted Counsel. Business involves constant change and challenges. In Process brings you weekly conversations with business experts on topics to provide new ideas, tools and techniques to help you and your business grow and succeed.
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May 3, 2018

This week on “In Process: Conversations about Business in the 21st Century,” we continue with the next podcast in our series dedicated to the topic of preparing your business for sale.

Business owners often consider themselves immortal and are among the worst offenders when it comes to wealth management and estate planning. They’re just so focusing on growing their businesses, they make the mistake of not setting the necessary time aside to address these very important aspects of their lives.

In the fifth installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Wilmington Trust’s Jonathan Fitzgerald, vice president and director of wealth and fiduciary planning in the Southeast, about how busy business owners can take a phased approach to wealth planning. Wilmington Trust is one of the largest personal trust providers in the United States.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the:

  • Processes and timelines involved with wealth planning
  • Aspects of family succession planning
  • Importance of wills and trusts
  • The role valuations play in wealth planning
  • The impact of insurance on the planning process
  • Different ways to transfer value outside of the estate
  • Tax changes affecting estate planning

Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.

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