In this episode of INcorporate, Susan and Jordan dive into the often-overlooked world of financial and estate planning with guests Dan Cavaretta of Cornerstone Capital Wealth Management and Dan Schuller, an estate planning attorney from PB Elder Law. Together, they break down what business owners need to know to protect their wealth, legacy, and family.

Topics Discussed:

• Why financial and estate planning go hand-in-hand for business owners

• The importance of updated wills, powers of attorney, and healthcare proxies

• How beneficiary designations can override your will (and create unintended consequences)

• Common mistakes business owners make with business accounts, personal assets, and documentation

• Protecting business assets through proper titling and legal agreements

• Key financial planning strategies to ensure a smooth business transition or sale

• How often to review and update your documents (spoiler: at least every 3–5 years)

Whether you're scaling up, winding down, or just getting started, don't wait until it's too late. Get organized, consult the right professionals, and protect what you’ve built. Subscribe to INcorporate and start securing your future today!
Learn more about Cornerstone Capital Wealth Management
Learn more about PB Elder Law
Presented by UB School of Management’s Center for Entrepreneurial Leadership and Lemur Studios