SHAWN ESTEP: Estate Planning, Wills, Trusts, Protecting Assets, Finding Purpose in Unforeseen Areas
The Zach and Pat Show · Zach Fagas, Patrick Doyle
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Show Notes
In today's episode we are pleased to bring your Shawn Estep - principal attorney at the Estep Law Firm specializing in estate planning and making sure your assets are secure to your best interest before passing. This is the second estate planning attorney we have featured on the show and we were so grateful for his time and know how on the subject. Shawn's story actually begins with him as an engineer - having gone through the math and science heavy degree to only find a deeper burning passion elsewhere in the world of legal. This led to him embarking in law school while already enveloped in his career and family life. The decision since has been nothing short of rewarding and helped shape his perspective on family, legacy, and mortality.
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0:00 intro
0:20 sponsors
2:15 introducing Shawn
4:05 getting into law from engineering
23:30 generic estate planning advice
30:35 entrepreneurship vs employment
41:00 notable stories from estate planning
53:45 elder law
1:08:20 questions when setting up a will
1:11:10 exit plan institute
1:21:20 TSG + outro
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