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270: Legacy Planning for Entrepreneurs: What to Do Before Life Hits the Fan

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Manage episode 514835045 series 2847035
Content provided by Camille Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Camille Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

When you're running a business and managing a family, it's easy to get caught up in the day-to-day hustle. But what happens when life throws a curveball—a health crisis, family emergency, or unexpected loss?

In this episode of Call Me CEO, host Camille Walker sits down with Colleen Watson, CEO of Century Plant Business Services and a legacy consultant with a heart for helping entrepreneurs get their affairs in order before chaos strikes. With a deeply personal story as the foundation for her mission, Colleen empowers small business owners to create plans for the "what ifs" in life—because it’s not a matter of if, but when.

Together, they dive into:

  • Why legacy planning isn’t just about death—it’s about peace of mind
  • How to start gentle, loving conversations with aging parents or spouses
  • What every entrepreneur should have in place to protect their business and family
  • Free checklists and resources to begin taking action today

Colleen reminds us that avoiding these conversations can cost more than we realize—financially, emotionally, and relationally. But with small, doable steps, you can build a safety net that brings clarity during chaos.

Camille also shares a touching family tradition that turned a Christmas into a "living will" of love and appreciation—proof that legacy isn’t just paperwork, it’s people.

Tune in to learn how to make the uncomfortable conversations easier and take back your power before life happens.

Ready to build your business and life with intention? Learn how coaching with Camille can help you create systems, find peace, and grow with support. Click here to explore coaching options.

  continue reading

Chapters

1. Welcome And Episode Theme (00:00:00)

2. Colleen’s Caregiving Story And Pivot (00:01:49)

3. The Fall, Rehab, And Asking For Help (00:09:36)

4. How To Start Hard Estate Talks (00:13:11)

5. Checklists And Structured Family Meetings (00:19:15)

6. The N-OK Knockbox And Document Access (00:25:19)

7. Business Readiness: Money, Insurance, Succession, Wills (00:28:26)

8. Will Options, Heirlooms, And Preventing Conflict (00:36:10)

9. Emotional Legacy, Parenting, And Family Unity (00:43:20)

10. Where To Find Colleen And Final CTAs (00:49:05)

275 episodes

Artwork
iconShare
 
Manage episode 514835045 series 2847035
Content provided by Camille Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Camille Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

When you're running a business and managing a family, it's easy to get caught up in the day-to-day hustle. But what happens when life throws a curveball—a health crisis, family emergency, or unexpected loss?

In this episode of Call Me CEO, host Camille Walker sits down with Colleen Watson, CEO of Century Plant Business Services and a legacy consultant with a heart for helping entrepreneurs get their affairs in order before chaos strikes. With a deeply personal story as the foundation for her mission, Colleen empowers small business owners to create plans for the "what ifs" in life—because it’s not a matter of if, but when.

Together, they dive into:

  • Why legacy planning isn’t just about death—it’s about peace of mind
  • How to start gentle, loving conversations with aging parents or spouses
  • What every entrepreneur should have in place to protect their business and family
  • Free checklists and resources to begin taking action today

Colleen reminds us that avoiding these conversations can cost more than we realize—financially, emotionally, and relationally. But with small, doable steps, you can build a safety net that brings clarity during chaos.

Camille also shares a touching family tradition that turned a Christmas into a "living will" of love and appreciation—proof that legacy isn’t just paperwork, it’s people.

Tune in to learn how to make the uncomfortable conversations easier and take back your power before life happens.

Ready to build your business and life with intention? Learn how coaching with Camille can help you create systems, find peace, and grow with support. Click here to explore coaching options.

  continue reading

Chapters

1. Welcome And Episode Theme (00:00:00)

2. Colleen’s Caregiving Story And Pivot (00:01:49)

3. The Fall, Rehab, And Asking For Help (00:09:36)

4. How To Start Hard Estate Talks (00:13:11)

5. Checklists And Structured Family Meetings (00:19:15)

6. The N-OK Knockbox And Document Access (00:25:19)

7. Business Readiness: Money, Insurance, Succession, Wills (00:28:26)

8. Will Options, Heirlooms, And Preventing Conflict (00:36:10)

9. Emotional Legacy, Parenting, And Family Unity (00:43:20)

10. Where To Find Colleen And Final CTAs (00:49:05)

275 episodes

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