Not Your Average Financial Podcast™

Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman
In this episode, we ask:
- Are you a small to mid-size business owner?
- Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?
- Who is Adam Zuckerman?
- Do you have a will?
- Do you have a trust?
- Do you have an attorney?
- Do you have a financial planner?
- Do you have a CPA?
- What is the story behind the words Buried in Work?
- What is the reality when someone passes away?
- Does everyone already have an estate plan?
- Who is in control of that plan?
- Do you have funeral plans in place?
- What are the frameworks found on Buried in Work?
- What is the estate planning pyramid?
- What’s Adam’s story with life insurance?
- What is the CLEAR kit?
- What should your family do?
- Is there a checklist?
- What or who needs to be paid?
- What are your succession plans for the business?
- What happens next?
- What are the information hubs?
- How might I find the words to have this challenging conversation?
- Do you have advanced directives in place?
- What happened in the hospital?
- What about the card deck?
- Do you need an attorney?
- What situations don’t require an attorney?
- Do you have a trust?
- Is the trust funded?
- Where does one start?
- Would you like to visit buriedinwork.com?
- What are the takeaways?
Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.
Buried in Work’s resources include more than 150+ information hubs, 2,000+ articles, 100+ checklists and guides, service provider directories, a podcast, and innovative tools like the Executor’s Summary Report, CLEAR Kits, and card games that facilitate meaningful conversations about legacy and preparation.
Adam’s mission is simple yet powerful: to make life’s hardest moments a little easier by helping families get organized, communicate openly, and prepare comprehensively for the unexpected.
Learn more at www.BuriedInWork.com.