As a follow up to my longer discussion on Legacy a few months ago, I share some insights from a recent conversation with my attorney Andrew Howell on what is most important and big picture techniques to protect the people and resources most important in your life.   Episode Highlights The difficulty of guiding clients through a full estate planning process without professional advice. The importance of taking simple, inexpensive actions for estate planning and asset protection. Explanation of asset protection and its three purposes. The risk in operating businesses and the need for a legal box around it. The outside threat in asset protection and how to mitigate it. Explanation of estate planning and its two forms: revocable living trust and irrevocable trust. Irrevocable trusts and the care needed while setting it up. The importance of legacy and how it extends beyond the individual to their family's values and ideals.    Links and Resources from this Episode https://www.yorkhowell.com/contact-us/ Connect with Gary Pinkerton https://www.paradigmlife.net/ [email protected] https://garypinkerton.com/     Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Audible Subscribe with Listen Notes Subscribe with RSS

Ver todos los episodios