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Ep #62 Wealth Transfer Strategies with Symone R. White
Manage episode 355965411 series 3335178
Kandungan disediakan oleh Jason Stewart & Frank Raney, Jason Stewart, and Frank Raney. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Stewart & Frank Raney, Jason Stewart, and Frank Raney atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We're joined by Symone R. White, Attorney at Law and owner of Legal Legacy Advisors. Symone practices law in the areas of estate planning, wills, trusts, and guardianship. We talked about what estate planning really means and why it's important. We also discuss the need for a will and why having a trust is smart for business owners. https://www.legallegacyadvisorspllc.com/https://www.facebook.com/LegalLegacyAdvisors https://www.instagram.com/legallegacyadvisors/https://www.instagram.com/_thelegacyadvisor_/
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1. Ep #62 Wealth Transfer Strategies with Symone R. White (00:00:00)
2. Guest intro (00:03:24)
3. Approaching the conversation about estate planning (00:11:48)
4. What goes into a will? (00:15:47)
5. Godparents vs. legal guardians (00:24:17)
6. The importance of using a trust (00:29:55)
7. Challenges with practicing criminal law (00:41:01)
88 episod
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