Happy Hour Podcast With Dee And Shannon

Welcome to our latest episode where we delve into the crucial topic of estate planning and business continuity with Oscar Vasquez, a state planning software coordinator. This discussion is not just for personal asset management but is especially tailored for entrepreneurs who wish to secure their business's future. Estate Planning and Business Continuity Oscar kicks off our discussion by emphasizing the importance of having solid estate plans in place, which includes everything from wills to detailed Standard Operating Procedures (SOPs). He shares an enlightening story about a bakery owner who successfully protected his business for future generations through meticulous legacy planning. The conversation, however, highlights that while Oscar's company provides software solutions for such planning, they do not directly integrate SOPs into their systems or templates. Living Trust and Affordable Legal Assistance Understanding the concept of a living trust can be daunting. Oscar breaks it down simply as a contract