Most people treat estate planning like a dentist appointment—delay it until it hurts. This episode fixes that. We break down wills, trusts, beneficiaries, and the buy-sell traps that blow up small businesses at the worst possible time.

Featuring: @griffinbridgers (recovering attorney; Colorado-based), and me, @stoyhall

Chapters
00:00 Why estate planning gets ignored (and why that’s dangerous)
02:02 Holidays + tax-change urgency vs. real planning
03:05 Core docs: will, revocable trust, POAs, living will—then review
05:00 Myth #1: “My old will is fine”—execution errors kill plans
06:45 Myth #2: “Bank beneficiaries = full plan” (nope)
08:10 “My attorney has it” and other access nightmares
10:45 “We’ll do the buy-sell later” and why that’s risky
12:00 Buy-sell triggers, behavior, valuation and liquidity
17:00 Biggest failures: family dynamics, info in your head, no playbook
21:00 “Death is never easy—but you can make it easier.”
23:00 Who vs. How: re-evaluate executors, trustees, agents yearly
27:00 Business owners: pull your operating/partnership agreement annually

Guest Socials:
YouTube: https://www.youtube.com/channel/UCRaGK2J72zXDvLLcy2aPl-w

LinkedIn: https://www.linkedin.com/in/griffinbridgers/

Follow NoBS Wealth:
YouTube: https://www.youtube.com/@nobswealth

Black Mammoth: https://www.blackmammoth.com

Disclaimer: General education only; not legal or tax advice. Consult your own attorney/CPA.