Estate planning

…So there's estate planning, estate taxes, all the other kind of things that need to be dealt with at that point.…

…Other agents that are not financial advisors, they get paid your commission in the first year, and then you never hear from them again, which leads into the estate planning problem of a policy lapsing that should go to fund your tax liability.…

…worked on a California gubernatorial campaign where he got a behind the scenes look at how power really works, scaled an education franchise to five locations before COVID hit, and now he's tackling estate planning with AI.…

…So, we met, actually, at a presentation that you and Rock Solid Law were doing on estate planning, and I… 4 00:00:22.420 - > 00:00:40.309 Jesse Stakes: thought it would be fantastic to bring it to the audience.…

…savvy investors and wealthy families by assets, not just investments because they're very different, right? And so they look at life insurance as future planning, they look at life insurance as estate planning.…

…So I made that move to Austin, of finished my career with CGI here and really started to help them with their estate planning.…

…Stephanie is the founder of Lineage Law, an estate planning firm serving families across Louisiana.…

…⁓ so I'm excited to talk about this one, even though it's a really sad topic and just go between the You know, obviously there's like the how do you prepare? There's the estate planning, there's the financial planning.…

…And Rod began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate experience when his dad, who had been ill for a while before he passed away, And, uh, although Rod knew that, you know, he needed to set up a trust, um, the…

…Draft your advanced directive for health care and draft other estate planning documents.…

…I wanted to do estate planning for everybody.…

…And there's certain ways, even if an executive is very bullish on the stock and very bullish on the company overall, there's some estate planning things that they should be thinking about, funding estate planning trust for the benefit of their spouses, doing grant toward trusts to pass some of that wealth in a very tax efficient way to children or other heirs.…

…Um, many criminal defense firms, many estate planning firms.…

…Known as the advisor who helps lawyers build wealth, he focuses on cash flow management, retirement and estate planning, and long term strategy tailored specifically to the realities of legal careers.…

…But on the life only license, they can do life and annuity and estate planning.…