• SHOP
  • SITES
  • NEWSLETTER
  • CEO HACKS
  • GLOBAL SEARCH
  • WEB SUPPORT
  • CONTACT
DMV CEO
  • DMV Area
    • All
    • Maryland
    • Virginia
    • Washington D.C.
    3 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    7 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    DMV Resources: Northern Virginia Chamber of Commerce (DMV CEO)

    DMV Resources: Northern Virginia Chamber of Commerce (DMV CEO)

    3 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    9 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    IAM802- Founder Supports Creatives Through Mentorship

    IAM802- Founder Supports Creatives Through Mentorship

    Local Business Owner Powers Northern Virginia Bridal Boutique with Love

    Local Business Owner Powers Northern Virginia Bridal Boutique with Love

    Ready to kickstart your career? Internship with Outstanding Entrepreneurs in the Washington DC Area

    Ready to kickstart your career? Internship with Outstanding Entrepreneurs in the Washington DC Area

    Entrepreneurs Connect in Washington DC for Program Supporting Women Business Owners

    Entrepreneurs Connect in Washington DC for Program Supporting Women Business Owners

    DC Bootcamp: Get Your Company Up & Running 

    DC Bootcamp: Get Your Company Up & Running 

    Sign Up

    Bark Tank Deadline Coming Up Soon

  • DMV CEO
    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    IAM1845 – Founder Helps Clients Build Relationships Through Social Media

    IAM1845 – Founder Helps Clients Build Relationships Through Social Media

    IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design

    IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design

    IAM1830 – CEO Helps Professionals Create Persuasive Pitches

    IAM1830 – CEO Helps Professionals Create Persuasive Pitches

    IAM1821 – Consultant and Trainer Helps Organizations Overcome Struggles, Clutter and Tediousness in Operations

    IAM1821 – Consultant and Trainer Helps Organizations Overcome Struggles, Clutter and Tediousness in Operations

    Sign Up

    IAM1815 – Founder Helps Prepare Students with His College Admissions and Mentorship Company

    IAM1810 – How This CEO & Founder of an Embroidery Company Starts Her Day with the Word

    IAM1810 – How This CEO & Founder of an Embroidery Company Starts Her Day with the Word

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1779 – Founder Helps Brands with Marketing and Advertising

    IAM1779 – Founder Helps Brands with Marketing and Advertising

  • Podcasts
    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    Sign Up

    IAM1815 – Founder Helps Prepare Students with His College Admissions and Mentorship Company

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1676 – Serial Entrepreneur Helps Women Discover and Plan for Their Life’s Purpose

    IAM1676 – Serial Entrepreneur Helps Women Discover and Plan for Their Life’s Purpose

    IAM1685 – CEO Promotes Personal Growth and Self Improvement

    IAM1685 – CEO Promotes Personal Growth and Self Improvement

    IAM1616 – Special Episode: COVID-19’s Impact on Small Business

    IAM1616 – Special Episode: COVID-19’s Impact on Small Business

    IAM1611 – Entrepreneur’s Business is Dedicated to Raising the Small Business Success Rate

    IAM1611 – Entrepreneur’s Business is Dedicated to Raising the Small Business Success Rate

    IAM1488 – Financial Expert Helps Organizations Get Control of Finances & Taxes

    IAM1488 – Financial Expert Helps Organizations Get Control of Finances & Taxes

    IAM1476 – What can we do to be more Scaleable?

    IAM1476 – What can we do to be more Scaleable?

  • Posts
  • Resources
  • List
  • MORE
    • START
    • DMV EVENTS
    • FAQ
    • NEWSLETTER
    • HACKS
    • ABOUT
    • SITES
    • GUEST POSTS
    • WEBSITE SUPPORT SERVICES
  • Community
    • FREE CBNation Buzz Newsletter
    • Premium CEO Hack Buzz Newsletter
No Result
View All Result
DMV CEO
  • DMV Area
    • All
    • Maryland
    • Virginia
    • Washington D.C.
    3 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    7 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    DMV Resources: Northern Virginia Chamber of Commerce (DMV CEO)

    DMV Resources: Northern Virginia Chamber of Commerce (DMV CEO)

    3 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    9 Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

    IAM802- Founder Supports Creatives Through Mentorship

    IAM802- Founder Supports Creatives Through Mentorship

    Local Business Owner Powers Northern Virginia Bridal Boutique with Love

    Local Business Owner Powers Northern Virginia Bridal Boutique with Love

    Ready to kickstart your career? Internship with Outstanding Entrepreneurs in the Washington DC Area

    Ready to kickstart your career? Internship with Outstanding Entrepreneurs in the Washington DC Area

    Entrepreneurs Connect in Washington DC for Program Supporting Women Business Owners

    Entrepreneurs Connect in Washington DC for Program Supporting Women Business Owners

    DC Bootcamp: Get Your Company Up & Running 

    DC Bootcamp: Get Your Company Up & Running 

    Sign Up

    Bark Tank Deadline Coming Up Soon

  • DMV CEO
    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    IAM1845 – Founder Helps Clients Build Relationships Through Social Media

    IAM1845 – Founder Helps Clients Build Relationships Through Social Media

    IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design

    IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design

    IAM1830 – CEO Helps Professionals Create Persuasive Pitches

    IAM1830 – CEO Helps Professionals Create Persuasive Pitches

    IAM1821 – Consultant and Trainer Helps Organizations Overcome Struggles, Clutter and Tediousness in Operations

    IAM1821 – Consultant and Trainer Helps Organizations Overcome Struggles, Clutter and Tediousness in Operations

    Sign Up

    IAM1815 – Founder Helps Prepare Students with His College Admissions and Mentorship Company

    IAM1810 – How This CEO & Founder of an Embroidery Company Starts Her Day with the Word

    IAM1810 – How This CEO & Founder of an Embroidery Company Starts Her Day with the Word

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1779 – Founder Helps Brands with Marketing and Advertising

    IAM1779 – Founder Helps Brands with Marketing and Advertising

  • Podcasts
    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

    Sign Up

    IAM1815 – Founder Helps Prepare Students with His College Admissions and Mentorship Company

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1784 – Emmy Award Winning Producer Helps Clients Get Their Story Out to the Public

    IAM1676 – Serial Entrepreneur Helps Women Discover and Plan for Their Life’s Purpose

    IAM1676 – Serial Entrepreneur Helps Women Discover and Plan for Their Life’s Purpose

    IAM1685 – CEO Promotes Personal Growth and Self Improvement

    IAM1685 – CEO Promotes Personal Growth and Self Improvement

    IAM1616 – Special Episode: COVID-19’s Impact on Small Business

    IAM1616 – Special Episode: COVID-19’s Impact on Small Business

    IAM1611 – Entrepreneur’s Business is Dedicated to Raising the Small Business Success Rate

    IAM1611 – Entrepreneur’s Business is Dedicated to Raising the Small Business Success Rate

    IAM1488 – Financial Expert Helps Organizations Get Control of Finances & Taxes

    IAM1488 – Financial Expert Helps Organizations Get Control of Finances & Taxes

    IAM1476 – What can we do to be more Scaleable?

    IAM1476 – What can we do to be more Scaleable?

  • Posts
  • Resources
  • List
  • MORE
    • START
    • DMV EVENTS
    • FAQ
    • NEWSLETTER
    • HACKS
    • ABOUT
    • SITES
    • GUEST POSTS
    • WEBSITE SUPPORT SERVICES
  • Community
    • FREE CBNation Buzz Newsletter
    • Premium CEO Hack Buzz Newsletter
No Result
View All Result
DMV CEO
No Result
View All Result

D.C. Lawyer Helps Entrepreneurs with Business and Personal Estate Planning

in DMV CEO, Entrepreneur, Storytelling, Washington D.C.
Reading Time: 3 mins read
D.C. Lawyer Helps Entrepreneurs with Business and Personal Estate Planning

Life always changes. It’s a given that one day will never be the same as another. Whether you’re working a 9-5 job, settled in the role of small business owner, or wearing down the soles of your shoes as an up-and-coming entrepreneur there is going to be one constant throughout your working lifetime – change. Some changes are good, some you’d rather put out of your mind for as long as possible. But these questions are ones every business owner should take a long look at. It’s an uncomfortable topic to broach for many. What would happen if you were no longer able to work? What could happen to your business? Moreover, what would happen to your family? All the struggle of building a business from the ground up should never be left in the ‘it won’t happen to me’ category. Taking the time to get a few documents together can give you the ultimate safety net.

Lisa McCurdy, managing partner at The Wealth Counselor, LLC, works to make sure that safety net is firmly in place. “I really felt I was drawn to estate planning. I learned that rarely are estate plans established even by some of the most significant business owners and high net worth families. Through a relatively few key documents, the family can really have the peace of mind that they’ve created a legacy and that they’ve appointed those whom they trust to carry out their wishes if they should become incapacitated during their lifetime. For business owners it’s even more critical that you have a succession plan in place and it’s current. Otherwise it can really wreak havoc on your family when you’re no longer here – it leaves your family in dire straits. We all know that a business owners business is usually the key source of income for their family and the key asset of their estate. Planning is just such a critical point and I felt like it was my calling.”

See also  7 Entrepreneurs Explain Why The Washington DC Area Is a Good Place for Business

RelatedPosts

IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

IAM1845 – Founder Helps Clients Build Relationships Through Social Media

IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design

Assisting business owners and others with estate planning is truly important. Finding clients to work with can also happen in a variety of places. Extending a hand to fellow business owners helps build bridges. Services can be exchanged not only with the general public, but also with business peers. Networking can serve to benefit business owners in more ways than one. “I like to be involved in great organizations both in business and community. We know that we like to do business with those whom we know and respect and have built a relationship. Oftentimes you can do that well through serving on boards, being involved with organizations, and giving back to the community.”

The world of asset and estate planning can be overwhelming at first glance. Luckily McCurdy has a few words of advice on estate planning as well as growing your business in general. “Networking in terms of building ones business…it’s not just going to an event and passing out your cards and maybe never hearing from someone. It’s really about building relationships and you can really do that through joining organizations where you have regular and ongoing contact with other business and community leaders – the Rotary Club where you’re able to do good in the community while building relationships and organizations like BNI as well. You’ll recognize that even with your best friends, with whom you may not talk business regularly, every time they mention something about their business or careers it always surprises you. In terms of asset protection – it’s so important for business owners to take the time to do their planning. They should do so for personal planning for their families, but also for their businesses. The two really go hand in hand. You focus on your business, you build your business, you focus on bringing in business partners and investors, and if there’s no exit strategy it can really wreak havoc on your family and your estate. You should also revise and revisit the plan for changes in your circumstances.

See also  IAM688- Business Coach Helps People Turn Their Dreams Into Reality

Building a business and planning for the future is part of any anyone’s life – even that of an entrepreneur. Being lucky enough to live in an area which promotes a healthy entrepreneurial environment can make getting the assistance you need much, much easier. “Opportunity abounds. There’s opportunity everywhere here. There’s a place for every type of entrepreneur. Whether you’re a new business owner or a seasoned one or you’re looking for a city with a vibrant community of like-minded individuals. I can’t say enough great things about D.C. – I’m completely biased. It’s the best city in the world. I think a lot of other people agree with me. I saw statistics that thousands of people were relocating to the DMV area monthly. So other people must agree.”

—

Thanks to Lisa McCurdy for this interview. To learn more about business estate planning or how personal estate planning can help you, visit The Wealth Counselor, LLC. For more information on  the Rotary Club of Washington, DC, visit their website.

Tags: adviced.c.dmvlegalresources
Previous Post

Virginia Business Coach Gives Powerful Business Planning Advice to Entrepreneurs in the DMV

Next Post

500+ Entrepreneurs Celebrate National Small Business Week by Attending an Event to Learn How to Grow Their Businesses

Related Posts

IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World
CBNation

IAM1861 – Executive Life an Leadership Coach Helps Clients Make an Impact on the World

Why it was selected for “CBNation Architects”: In this episode of IAMCEO Podcast, Catherine Wood, the Founder and Head Coach...

IAM1845 – Founder Helps Clients Build Relationships Through Social Media
Coaching

IAM1845 – Founder Helps Clients Build Relationships Through Social Media

Why it was selected for “CBNation Architects”: This episode titled “IAM843- Founder Helps Clients Build Relationships Through Social Media” features...

IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design
advertising

IAM1832 – Creative Director Helps Small Business Owners Turn Their Vision Idea Into a Design

Why it was selected for “CBNation Architects”: In this episode of the I AM CEO Podcast, host Gresham Harkless interviews...

IAM1830 – CEO Helps Professionals Create Persuasive Pitches
CEO Hack

IAM1830 – CEO Helps Professionals Create Persuasive Pitches

Why it was selected for “CBNation Architects”: In this episode of the I AM CEO Podcast, host Gresham Harkless interviews...

Next Post
500+ Entrepreneurs Celebrate National Small Business Week by Attending an Event to Learn How to Grow Their Businesses

500+ Entrepreneurs Celebrate National Small Business Week by Attending an Event to Learn How to Grow Their Businesses

Essential Guide to Local Business Networking Events in the DMV

Essential Guide to Local Business Networking Events in the DMV

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

I agree to the Terms & Conditions and Privacy Policy.

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Join CBNation Buzz

Name(Required)
Email(Required)
This field is for validation purposes and should be left unchanged.

Welcome to CBNation Welcome to CBNation powered by Blue16 Media (Web Design & SEO). We are a B2B brand that is exists to help over 1M business owners succeed. Our philosophy and foundation is based on resources, visibility & connections (Visibility + Resources x Connections = Success). We are focused on being the #1 business resource for CEOs, entrepreneurs and business owners.

We hope you enjoy this site, and please let us know if we can be of any help!

Please note in the sake of transparency our sites do contain affiliate links that pay us a small commission at no extra cost to you. Read our Affiliate Disclaimer.
CBNation Library
CEO Hacks
I AM CEO Volume 3

RSS Our Latest CBNation Content:

  • IAM1871 – Fintech Founder Helps Entrepreneurs Access Competitive Financing Fast
  • 21 Entrepreneurs Share Views on Whether Leaders are Born or Made
  • IAM1870 – Coach Helps Leaders in Making Sustainable Changes in their Thinking, Behaviors and Actions
  • IAM1869 – Law Firm Founding Member Offers High Mission of Service to Clients
  • Monday Motivation: Discipline Yourself – BEST Motivational Video (ft. Eric Thomas)
  • IAM1868 – Author Helps Leaders Achieve Success as Individuals and in Teams

Our Sponsors

Subscribe

Join thousands of subscribers & be the first to get new freebies.

Name(Required)
Email(Required)
This field is for validation purposes and should be left unchanged.

What is CBNation?

We're like a Global Business Chamber but with content... LOTS OF IT

CBNation includes a library of blogs, podcasts, videos and more helping CEOs, entrepreneurs and business owners level up

CBNation is a community of niche sites for CEOs, entrepreneurs and business owners through blogs, podcasts and video content. Started in much the same way as most small businesses, CBNation captures the essence of entrepreneurship by allowing entrepreneurs and business owners to have a voice.

CBNation curates content and provides news, information, events and even startup business tips for entrepreneurs, startups and business owners to succeed.

+ Mission: Increasing the success rate of CEOs, entrepreneurs and business owners.

+ Vision: The media of choice for CEOs, entrepreneurs and business owners.

+ Philosophy: We love CEOs, entrepreneurs and business owners and everything we do is driven by that. We highlight, capture and support entrepreneurship and start-ups through our niche blog sites.

Visit CBNation

RSS Our Latest Content:

  • IAM1871 – Fintech Founder Helps Entrepreneurs Access Competitive Financing Fast
  • 21 Entrepreneurs Share Views on Whether Leaders are Born or Made
  • IAM1870 – Coach Helps Leaders in Making Sustainable Changes in their Thinking, Behaviors and Actions
  • IAM1869 – Law Firm Founding Member Offers High Mission of Service to Clients
  • Monday Motivation: Discipline Yourself – BEST Motivational Video (ft. Eric Thomas)
  • IAM1868 – Author Helps Leaders Achieve Success as Individuals and in Teams
  • Leader Works on Strategic Fundraising Communications
  • Attorney Runs Digital Agency Focused on the Legal Sector
  • 20 Entrepreneurs Reveal The Best Way to Learn Leadership
  • IAM1867 – Coach Helps Sales Marketers Create Repeatable Patterns of Success

©2023 CBNation | Powered by CEO Blog Nation & Blue16 Media | Terms of Service | Privacy Policy | Affiliate Disclaimer | Website Support Services

No Result
View All Result
  • DMV Area
  • DMV CEO
  • Podcasts
  • Posts
  • Resources
  • List
  • MORE
    • START
    • DMV EVENTS
    • FAQ
    • NEWSLETTER
    • HACKS
    • ABOUT
    • SITES
    • GUEST POSTS
    • WEBSITE SUPPORT SERVICES
  • Community
    • FREE CBNation Buzz Newsletter
    • Premium CEO Hack Buzz Newsletter
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
SettingsAccept
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.
 Share This
 Facebook