What is Your "What If" Plan?

Successful wealth advisors are often asked, "What if something happens to you? What would happen to my portfolio?" As a fiduciary, you should have an answer to these questions. You have insurance and an Estate Plan for your family should you pass away. But, what about a "what-if" plan for your business?

Your business is an asset with value, but it's not a liquid asset. If something were to happen to you, what is your plan to monetize the value of your business?