What Business Owners Get Wrong About Estate Planning (and How to Fix It) | 940
Are you a business owner who thinks estate planning is only about writing a will? Think again. On today’s Inside BS Show, Dave Lorenzo sits down with Leslie Marenco, an estate planning attorney who specializes in helping entrepreneurs protect their families, their businesses, and their legacies.
Leslie built her firm over the last decade, and in this conversation, she pulls back the curtain on what really matters when it comes to estate planning for business owners. From avoiding family disputes to shielding assets and saving millions in taxes, this episode is packed with insights every entrepreneur needs to hear.
Key Topics Discussed:
- Healthcare planning: The essential documents every family should have in place before an emergency.
- Asset protection: Why entrepreneurs and professionals are high-risk—and how to structure ownership to shield your wealth.
- Tax planning: The strategies that prevent the IRS from taking 40% of your estate.
- Probate pitfalls: Why having only a will is a huge mistake, and how to avoid costly, public battles.
- Scaling a law firm: Leslie’s journey from engineer to attorney to running a thriving 30-person practice.
- Marketing persistence: How newsletters, webinars, and even “failed” events turned into long-term client pipelines.
Leslie also shares candid stories from her career, including why giving up after seven months of webinars was almost a costly mistake—and how patience in marketing (and business) always pays off.
Links and Resources:
- Connect with Leslie Marenco: Trust Counsel Website
- Email Leslie: marenco@trustcounsel.com
- Sign up for Leslie’s newsletter at the bottom of her website
- Subscribe via Email: GetInsideBS.com
- Listen on Spotify: Inside BS Show on Spotify
- Listen on Apple Podcasts: Inside BS Show on Apple Podcasts
- Call Us: (305) 692-5531
Call to Action:
Buy the 60 Second Sale Book: Amazon Link
Buy the 60 Second Sale Book: Amazon Link