Is Your Business Protected If Something Happens to You with Katya Sverdlov

A business can be one of the most meaningful things you build in your lifetime. But without the right plan, it can also become one of the most complicated things your family has to untangle. In this episode, Stacy sits down with estate planning attorney Katya Sverdlov to talk about the real-life decisions business owners need to make before a crisis hits. From buy-sell agreements and key person insurance to prenups, trusts, and simply knowing who can access the bank accounts. This conversation is all about protecting your business, your family, your employees, and the legacy you’ve worked so hard to create. You’ll hear them discuss: Why estate planning for business owners has to go beyond personal wills, trusts, and family assets The simple first step every entrepreneur can take: making a clear list of accounts, policies, payroll contacts, and key business information How a buy-sell agreement can protect your heirs, your partners, and the future of the business Why life insurance and disability coverage can be essential tools for business continuity How business ownership can create major complications in marriage, divorce, and inheritance planning Why timing matters when it comes to trusts and asset protection The importance of having honest conversations with your family about your wishes before they are left guessing later Resources Katya Sverdlov on Sverdlov Law | Email: info@sverdlovlaw.com | LinkedIn | Phone: 212-709-8112 Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

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Is Your Business Protected If Something Happens to You with Katya Sverdlov is an episode from Financially Ever After.

This episode is 44:46 long.

This episode was published on Apr 28, 2026.

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