Original air date: June 8, 2023
They say that failing to plan means planning to fail. This holds true for succession planning no matter what stage you are at in your career. If you don’t have a proper plan for your practice for unexpected illness, accident, incapacity, or death it can mean negative consequences for your clients, your employees, and even your family. Our panel gives you tips to ensure you are prepared with the steps to take and the documentation you need. They cover how the LSO’s Trustee Services get involved when a succession or contingency plan is not in place. Setting up your plan now helps safeguard your practice in the future.
