Estate planning is about more than deciding who inherits your assets. It also means protecting your business, preparing for unexpected incapacity, planning for long-term care, and ensuring loved ones with disabilities are cared for in the future.

In this episode of Practice Prosperity, Randall Avery, CFP®, CFA sits down with Dione Traci Duckett, Esq., LL.M., MBA, founder of Duckett Law, to discuss estate planning, business succession planning, elder law, Medicaid planning, and special needs planning. Together, they explore how business owners and families can prepare for life’s unexpected events while protecting the people and assets that matter most.

This episode will discuss:

• Why every business owner needs a succession plan
• What happens to your business if you become incapacitated
• The biggest mistakes people make with estate planning
• Medicaid planning and the 5-year look-back rule
• Long-term care planning and nursing home costs
• When to start planning for aging parents
• Special Needs Trusts vs. ABLE Accounts
• How to protect a loved one with disabilities without jeopardizing government benefits
• Building an elder law practice and serving families through life’s biggest transitions

Whether you’re a business owner, financial planner, caregiver, or simply planning for your family’s future, this conversation provides practical strategies to help you protect your legacy and make informed decisions before a crisis happens

Connect with Dione Traci Duckett

LinkedIn: https://www.linkedin.com/in/dione-traci-duckett-esq-llm-mba-6865977/

Company Website: https://www.duckettlawllc.com/

Facebook: https://www.facebook.com/duckettlawllc/

Instagram: https://www.instagram.com/duckettlawllc/

About Practice Prosperity

Practice Prosperity features candid conversations with experienced professionals about building sustainable practices, making stronger financial decisions, developing meaningful relationships, and creating wealth beyond the business.

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