On this episode: Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On [...]
Episode #13: 3rd And 4th Quarter Planning To-Do ListSeptember 5th, 2019
The Tax Benefits of Limited Liability CompaniesSeptember 3rd, 2019
When Diversification Means You Don’t Know What You’re DoingAugust 12th, 2019
Episode #12: Protecting Business AssetsAugust 1st, 2019
- No comments have been published yet.
Request our FREE Family Wealth Protection Toolkit
Get the critical information on integrating your Financial, Legal & Life Planning!
asset protection bankruptcy business business assets celebrity estates celebrity mistakes charity challenge common mistakes DIY do-it-yourself estate planning estate planning mistakes family family stories famous last words farmers Financial financial advising financial pain points financial planning financial proverbs icebreakers inheritance intro law legacy planning legal legal guardians legal planning life lessons north texas nonprofit north texas philanthropy planning podcast quraishi law firm ranchers retirement retirement planning retirement tax bracket SECURE Act stretch IRAs summer road trip summer vacation texas estate planning attorney wealth