Not Your Average Financial Podcast™

Think different about your money, your economy and your future. Be curious. Be stable. Be sane.

Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman

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In this episode, we ask:

  • Are you a small to mid-size business owner?
  • Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?
  • Who is Adam Zuckerman?
  • Do you have a will?
  • Do you have a trust?
  • Do you have an attorney?
  • Do you have a financial planner?
  • Do you have a CPA?
  • What is the story behind the words Buried in Work?
  • What is the reality when someone passes away?
  • Does everyone already have an estate plan?
  • Who is in control of that plan?
  • Do you have funeral plans in place?
  • What are the frameworks found on Buried in Work?
  • What is the estate planning pyramid?
  • What’s Adam’s story with life insurance?
  • What is the CLEAR kit?
  • What should your family do?
  • Is there a checklist?
  • What or who needs to be paid?
  • What are your succession plans for the business?
  • What happens next?
  • What are the information hubs?
  • How might I find the words to have this challenging conversation?
  • Do you have advanced directives in place?
  • What happened in the hospital?
  • What about the card deck?
  • Do you need an attorney?
  • What situations don’t require an attorney?
  • Do you have a trust?
  • Is the trust funded?
  • Where does one start?
  • Would you like to visit buriedinwork.com?
  • What are the takeaways?

Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.

Buried in Work’s resources include more than 150+ information hubs, 2,000+ articles, 100+ checklists and guides, service provider directories, a podcast, and innovative tools like the Executor’s Summary Report, CLEAR Kits, and card games that facilitate meaningful conversations about legacy and preparation.

Adam’s mission is simple yet powerful: to make life’s hardest moments a little easier by helping families get organized, communicate openly, and prepare comprehensively for the unexpected.

Learn more at www.BuriedInWork.com.