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


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