Brandon Borgmann is a valuable member of the Carlisle Patchen and Murphy law firm.

Brandon is an expert in estate and business succession planning, probate special needs law, and tax. He provides legal counsel to individuals, business owners, and families, helping them with estate planning, tax planning, and business succession planning.

He shares insights on the importance of estate planning, discussing when people should hire him and the various life events that can trigger the need for an estate plan. From having children and getting married to inheriting assets or moving to a new state, these events can all impact one's estate plan.

Brandon emphasizes that estate planning is not just about money, but also about ensuring the well-being of minor children and making decisions about their future. He highlights the importance of tailoring estate planning services to individual clients, considering their unique circumstances and preferences.

Some areas we cover include...

- Discussion on why everyone needs an estate plan and when the need arises (age 18 and life events such as having a child, getting married, getting divorced, etc.)

- Importance of powers of attorney for parents of children turning 18, allowing access to medical records and financial management

- Range of clients and their financial situations, from young married couples with negative net worth to those with millions of dollars

- Importance of planning for the care of children and management of inherited assets after the death of both parents

- Tailoring estate planning services to each client's specific situation and preferences

- The inclusion of documents such as powers of attorney and the avoidance of guardianship in case of incapacitation

- The emotional nature of estate planning but the importance of making choices oneself rather than leaving them to strangers

- The goal of estate planning is to achieve the client's intent and maintain control over decision-making

To run a successful business, you need resources, valuable connections, and community recognition. Business Inspires will provide you with the tools, resources, and examples to inspire you to create the business you envision.

With more than 60 years as an integral part of the Grandview, Upper Arlington, and Marble Cliff communities, the Tri-Village Chamber Partnership is dedicated to a singular purpose - the success of the business community.

Thank you for downloading, listening, and following Business Inspires, a Tri-Village Chamber Partnership podcast.

This season is presented by: 

• City of Upper Arlington.
• Robles Designs
• City of Grandview
• LBB Edutainment

To schedule a guest appearance, or find out more about sponsoring Business Inspires, send an email to:

Katie Ellis, President/CEO, Tri-Village Chamber Partnership

[email protected]

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