Dawn talks with Melissa Hoyer, a CERTIFIED FINANCIAL PLANNER™ and a Life/Wealth Coach at The Wealth Conservancy, a company that works with inheritors who have complex financial circumstances and are fed up with being overwhelmed or unsure of what they actually have. Her mission is to empower clients to manage their wealth wisely in a way that matters most to them. Dawn and Melissa talk about the critical importance of planning for succession, the emotional and financial impact of business inheritance, and how thoughtful estate planning goes beyond simply writing a will.
In this episode…
Who is Melissa Hoyer and whom does she serve? (0:47)
Planning for Business Succession (0:18)
Understanding Inheritances and Estate Planning (2:09)
Preparing for a Smooth Transition (3:18)
The Importance of Early Planning (9:05)
Challenges of Inheriting a Business (13:19)
Empowering the Next Generation (19:36)
Conclusion and Contact Information (23:59)
Melissa Hoyer’s Information.
LinkedIn: https://www.linkedin.com/in/melissahoyer/
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