
In this episode, Hannah is joined by Lauren Klein, an estate planning attorney with over a decade of experience, a master’s in tax law, and a heart for serving modern business owners—especially women.
Whether your business is scaling, you’re sitting on serious profits, or you simply want to protect your family, your team, and your time—this conversation will change the way you think about your financial plan.
What We Cover:
What estate planning really is (and why it’s not just for the ultra-wealthy or the elderly)
The four essential documents every business owner needs
How to protect your business and your family in case of the unexpected
Why a revocable trust is often better than a will (especially for entrepreneurs)
What the probate process is really like (and how to avoid it)
The tax-side of estate planning: what to do before you scale or exit your business
How planning now can save your family millions later
Real-world examples of founders who did it right—and what you can learn from them
Connect with Lauren:
Flourish Law Group – https://flourishlawgroup.com
Instagram: @lawyerlaurenklein