• Legacy Planning For Private Lenders - #242

  • Jan 28 2025
  • Length: 19 mins
  • Podcast

Legacy Planning For Private Lenders - #242

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  • Summary

  • Jason and Chris tackle a crucial question bout legacy planning. They discuss what happens to a business when you're no longer around and how to ensure a smooth transition to the next generation or other successors.

    Here's what they cover:

    • Wills, Trusts & Operating Agreements: Why you need them to protect your business and assets.
    • Business Life Insurance: How it works and why it’s essential for partnerships.
    • Succession Planning: What happens if your kids or family members want to join or inherit the business.
    • The Next Generation: Tips for teaching kids or others to take over, create opportunities, and work with family office assets.
    • Balancing Legacy & Growth: Avoiding the pitfalls of giving too much too soon while building a framework for long-term success.

    Whether you're a one-person operation or managing a team, this episode provides actionable insights on how to prepare your business for the future. Don't forget to like, subscribe, and share! Got questions or topics you'd like us to cover? Drop them in the comments or reach out on HardMoneyMastermind.com. Thanks for tuning in!

    ✅ Please like, subscribe, and share! ✅ Are you a new or experienced private lender or hard money lender? Join Jason Balin and Chris Haddon from Hard Money Bankers as they draw from their extensive experience running a successful hard money lending company since 2007. Tune in weekly with episodes elated to all aspects of private lending. From discovering lucrative loan opportunities to securing private capital, effectively managing your loan portfolio, handling defaults, and much more, we've got you covered. ✔️ Tune in now and watch the full video podcast at www.privatelenderspodcast.com ✔️If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070 ✔️Make sure to check out the #1 Online Community For New and Experienced Private and Hard Money Lenders.. Create your account at www.hardmoneymastermind.com FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! ✅ Instagram: https://www.instagram.com/hardmoneymastermind/ ✅ Tiktok: https://www.tiktok.com/@hardmoneymastermind
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