PODCAST EPISODE 212: Celebrity Attorney Shares Estate Planning Horror Stories

EPISODE SUMMARY

Topics Covered:

Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at [email protected]

WHAT WAS COVERED

00:00 – Paul welcomes the show.
02:30 – What causes estate settlements to drag on?
04:20 – How estate plans get litigated.
07:45 – Why “heir conditioning” is important.
22:20 – Thinking over different strategies on preparing beneficiaries for estate planning.
30:00 – Recapping important points.
32:00 – How to connect with Alex.
32:35 – Episode ends, thank you for listening.

[Tweet “It’s your money, you can do whatever you want with it. You can have no reason whatsoever; If you are clear in your intentions, with your attorney and drafting your estate plan, you can make any decision you want. There is no compulsion to give it to charity, to give to your family evenly, or otherwise. It’s your money, you can do whatever you want with it. #YourBusinessYourWealth”]

[Tweet “There is nothing more unequal than the ‘equal treatment’ of unequal’s. #YourBusinessYourWealth”]

[Tweet “We don’t stop parenting once we’ve passed. #YourBusinessYourWealth”]

LINKS

www.Willkie.com

Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us! sfgwa.com/scheduling

Sound Financial Group’s Website for a Financial Inquiry Call – [email protected] (Inquiry in the subject)

Your Business Your Wealth on Instagram

Your Business Your Wealth on Facebook

Sound Financial Group on LinkedIn

Paul Adams on LinkedIn

Cory Shepherd on LinkedIn

Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork: Design Your Business to Run Itself

Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Loserthink: How Untrained Brains Are Ruining America

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MUSIC CREDITS

Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

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Transcribed by https://otter.ai

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