What Business Owners Get Wrong About Estate Planning (and How to Fix It)

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Inside BS Show

Dave Lorenzo

947 episodes

2 weeks ago

Would you like to work with better clients, make more money, and build a business that gives you true freedom? Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur? Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access? Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale. These are your people. They've been where you are, and they've gone where you want to go. But most importantly, they feel your pain and can help it go away. If you're an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon. On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value. But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation. Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success. A new episode drops each Wednesday at 6 AM. Want to connect with Dave? Call (305) 692-5531. What are you waiting for? Join us ON THE INSIDE.

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What Business Owners Get Wrong About Estate Planning (and How to Fix It) | 940

Inside BS Show

1 hour 9 minutes

1 month ago

What Business Owners Get Wrong About Estate Planning (and How to Fix It) | 940

Are you a business owner who thinks estate planning is only about writing a will? Think again. On today’s Inside BS Show, Dave Lorenzo sits down with Leslie Marenco, an estate planning attorney who specializes in helping entrepreneurs protect their families, their businesses, and their legacies.

Leslie built her firm over the last decade, and in this conversation, she pulls back the curtain on what really matters when it comes to estate planning for business owners. From avoiding family disputes to shielding assets and saving millions in taxes, this episode is packed with insights every entrepreneur needs to hear.

Key Topics Discussed:

Healthcare planning: The essential documents every family should have in place before an emergency.
Asset protection: Why entrepreneurs and professionals are high-risk—and how to structure ownership to shield your wealth.
Tax planning: The strategies that prevent the IRS from taking 40% of your estate.
Probate pitfalls: Why having only a will is a huge mistake, and how to avoid costly, public battles.
Scaling a law firm: Leslie’s journey from engineer to attorney to running a thriving 30-person practice.
Marketing persistence: How newsletters, webinars, and even “failed” events turned into long-term client pipelines.

Leslie also shares candid stories from her career, including why giving up after seven months of webinars was almost a costly mistake—and how patience in marketing (and business) always pays off.

Links and Resources:

Connect with Leslie Marenco: Trust Counsel Website
Email Leslie: marenco@trustcounsel.com
Sign up for Leslie’s newsletter at the bottom of her website
Subscribe via Email: GetInsideBS.com
Listen on Spotify: Inside BS Show on Spotify
Listen on Apple Podcasts: Inside BS Show on Apple Podcasts
Call Us: (305) 692-5531

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