About Bobby Sawyer: Bobby Sawyer is a licensed attorney specializing in estate planning and small business law, with accreditation in North Carolina, South Carolina, and Tennessee. Before entering the legal field, Bobby served in the United States Army Corps of Engineers, earning accolades such as the Bronze Star and Army Commendation Medal during his deployment to Iraq. With a background in litigation, Bobby now concentrates on asset protection, estate planning, and aiding families in establishing tools for the continuation of their legacies. As a dedicated husband and father, he recognizes the importance of meticulous planning to ensure the well-being of loved ones. As the co-founder of Johannesmeyer & Sawyer, Bobby is committed to providing individuals, families, and business owners with peace of mind through tailored solutions and accessible estate planning processes.
In this episode, Ryan and Bobby Sawyer discuss:
- Transforming estate planning for business owners
- The role of buy-sell agreements in small business succession planning
- Overcoming hurdles to launching a nationwide estate planning product
- Efficient estate planning and revolutionizing legal norms
Key Takeaways:
- Developing a comprehensive estate plan, like the Forever Estate Plan, with yearly updates, provides peace of mind for individuals, ensuring their assets and family are secure, eliminating the need for frequent legal revisions.
- Buy-sell agreements are crucial for business owners, acting as a financial and legal safety net in the event of business changes or partnerships dissolving, emphasizing the importance of planning for both anticipated and unexpected scenarios to avoid complications and legal disputes.
- Overcoming hurdles to offer a unique forever estate plan, Bobby and his team implemented flat fee billing, efficient processes leveraging software, and collaboration with like-minded professionals to address the institutional inertia in the legal world.
- The process of developing an efficient, flat-fee, forever estate plan includes educating clients about the innovative concept, emphasizing ease of use, and minimizing the time investment for business owners, typically requiring less than three hours.
"Most of my clients don't want to continually revisit the prospect of their death, which is completely understandable." — Bobby Sawyer
Connect with Bobby Sawyer:
Website: https://www.foreverestateplan.com/ and www.jandspllc.com
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