Estate Planning: Turn What’s in your Heart into an Effective Plan – Interview with attorney Paul Yokabitus of Cary Estate Planning

WPF 17 serves up a wide-ranging discussion of estate planning, entrepreneurship, and business processes. Paul Yokabitus and I discuss who needs an estate plan, when, and why – as well as the connection between bussing tables at age 14 and serving clients in a law practice twenty years later.

Paul’s advice for entrepreneurs: Seek discomfort and take risk.

By following his own advice you’ll hear about Paul’s experience taking a services business from a solo practice to more than a dozen employees in less than three years.

Key Take-Aways

Estate planning is one of the few things you can do now that helps you while you’re alive and helps your family after you die.
When people die, it is horrible. Your pre-planning can make this horrible time less horrible for the people you love.
Estate planning is “putting what’s in your heart and your head into a legal binding and effective transition plan.”
Adults need an estate plan. It’s especially important if you have kids or assets.
Your estate plan should include contact information for all your important people.

For more information, visit the show notes at https://Workpantsfinance.com/17