Category: Estate Planning

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Ep 79: Building an Impenetrable Financial Fortress: Mastering Asset Protection and Estate Planning Strategies

Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan ‘Cub’ Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage – all to safeguard your hard-earned wealth from unforeseen threats. Key...read the full article

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Ep 76: Crafting a Meaningful Legacy: Estate Planning Beyond the Documents Roundtable

Are your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity. Expect to pick up some tips on the following: The ongoing conversation about aligning those estate documents with the heartbeat of your family The necessity of communicating...read the full article

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Ep 56: Planning Your Exit with Bonnie Bailey

Bonnie is back! This week she dives in with Scott on one topic that many of us come up against especially as entrepreneurs; how to plan your exit. Bonnie gives us tips on how to know when it’s time to exit business, insight and lessons she’s learned along the way and why this is an oftentimes overlooked step in protecting your biggest investment. Here are the highlights from the show: How to plan for your exit (1:09) Taking your “number off the table” (5:35) How to expand your thinking (11:11) How does health and wellness play a role (14:59) Start...read the full article

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Creating Generational Well-Being with James Hughes

Much of what we talk about with wealth and wisdom is rooted in family. By nurturing those relationships and focusing on those closest to us, we’re able to make an impact well beyond our lifetime. James E. Hughes is an author who has advised families for five decades and facilitated multigenerational family meetings. Having ready his books and listened to him speak, we found that much of what he talks about really resonates. He defines wealth by using its true meaning of well-being but does a great job of explaining how financial capital, spiritual capital, and social capital all have...read the full article

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Finding Happiness Within Your Family with Rich Christiansen

Our guest today is someone that has enjoyed plenty of individual and career success, but he’ll tell you that his happiness was found when became intentional about the time he spent with his family. That’s why we’re excited to sit down and learn more about Rich Christiansen, He’s a best-selling author, a chair of a major university in Utah, a mentor, and the co-founder of Legado Family, a company he built to help people become hyper-focused on creating family bonds and fostering their legacy. When you break down the process, which we do on the show, it really gives you...read the full article

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Estate Planning for Your Family with Alan Brown

Estate planning is about preparing your family’s legacy, giving them the tools to pass on your values. There are many parts of estate planning that have repercussions for you and your family. Today, we have invited on nationally recognized estate planning attorney, Alan Brown. He started his career as a trial lawyer more than 40 years ago. However, he wanted to help families in a more direct way and turned to estate planning and tax law. He is a current partner at HunterMaclean in Savannah, Georgia where he helps families by developing trusts, estate plans, wills, and more. There is...read the full article