estate planning attorney

Estate planning is so much more than documents, it's about relationships. Which also makes this such a tricky topic. This episode, estate planning attorney Heather Walser joins us from Lavelle Law to share her perspective on the legal and relational side to estate planning. See the show notes to register for the estate planning webinar! 

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)

For most people, receiving a "pink slip" would be devastating news but Jennifer Greene and her husband used as a launching pad for following their hearts.   Listen in as host Catryn Becker chats with Jennifer about her journey from anti-human trafficking into real estate flipping, investing, and coaching.  It is quite the wild ride!

Additionally, Cat and Jen discuss the importance of creating firm boundaries, establishing guiding core values, and how to not let others determine your worth. Jen brings an interesting take on how she views the interview process, with keeping in my mind how she hires to protect her brand.  She shares how to see past people who are just really good at interviewing. We also share stories of being mothers and how we work differently now to balance family life.

About Jennifer Greene

Ever since Jen can remember, she has always had a passion for helping people.  Jen has a unique capability to strategize ways out of complicated real estate situations, such as probate, divorce, eviction, and she specializes in foreclosures.  Having faced foreclosure with her husband, Dan, she spent a long time educating herself and others on how to avoid foreclosure. Jen has built many solid relationships with attorneys throughout the Twin Cities and comes highly recommended to solve complex real estate situations.  In her spare time, you will find Jen traveling, boating, playing volleyball, and spending time with her husband and two sons at their cabin. Jen also serves as the Vice Chair on the Board of Directors for the Sexual Violence Center in Minneapolis.

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Contact Catryn Becker: 

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Contact Jennifer Greene  | Property Haus: 

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From Schlessel Law PLLC - In this podcast episode, we delve into the critical topic of estate planning in Long Island, New York, with a particular focus on the article "What Happens If You Die Without a Will in New York?" Estate planning is essential for anyone looking to safeguard their assets and secure their family's financial future. Long Island's unique legal landscape requires the expertise of a seasoned Long Island estate planning lawyer, and we'll explore how Schlessel Law, PLLC can assist you.

Our experienced New York estate planning lawyers specialize in creating tailored solutions for your estate planning needs. We discuss the importance of drafting a will or setting up a living trust, both essential components of a proper estate plan. These legal instruments allow you to retain control over your assets, avoid probate, and determine who inherits your estate in accordance with your wishes.

The article "What Happens If You Die Without a Will in New York?" serves as a valuable reference point, shedding light on the potential consequences of not having a comprehensive estate plan. We'll also address the implications of New York's Estates Powers and Trusts Law, which governs the distribution of assets for those who pass away intestate.

Join us for an informative discussion that will help you understand the intricacies of estate planning in Long Island and why it's crucial to take control of your financial future. Schlessel Law, PLLC is here to guide you through the process, ensuring that your loved ones are protected and your legacy is preserved.

Schlessel Law PLLC | Medicaid Lawyer | Elder Law Attorney

34 Willis Ave Suite 300, Mineola, NY 11501, United States

(516) 574-9630

https://www.google.com/maps?cid=7387587768064061142

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm’s Corporate and Transactional, Insurance Regulatory, and Self-Insured/Captive Insurance Departments. They talk about how to find the right estate planning attorney for you.

Podcast Episodes Mentioned:
Episode 116: Are You Striving to Leave a Purposeful Legacy?
Episode 117: What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.

Learn more about Doug Butler.

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

- Click here to schedule a consultation with one of our financial advisors.

Connect With Wiser Wealth:
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

"We're talking about a 90% growth in your transaction volume because no lead is a junk lead. There's no situation where you'll get to a dead end and go 'I don't know what to do,' or 'I can't help you.'"

Networking with attorneys for Real Estate Referrals: What probate attorneys and estate planning attorneys want from real estate partners, and where the biggest opportunity to grow transaction volume is.

Full episode notes: https://probatemastery.com/how-to-get-referrals-from-probate-attorneys-real-estate-deals

Estate Professionals Mastermind is thrilled to have Arizona probate and estate planning attorney Rilus Dana on for a real estate Ask The Expert episode! As the founder of MAATLegal.com, Rilus Dana knows what works - and what doesn't - when it comes to attorneys and real estate practitioners working together as vendor partners.

This episode will break down how legal services are changing and what attorneys want from real estate agents and investor partners.

Timestamps (YouTube Links)
0:00 What type of realtors and real estate investors do probate attorneys want to work with?
2:32 How I became an estate planner and opened a law firm
4:13 What are the current issues affecting law firms and how are legal services changing to provide better service to probate clients?
12:07 How to get leads and listing referrals from probate attorneys
13:37 How to get estate planning referrals from your real estate client database or SOI
15:00 How to pitch comarketing and cobranding when prospecting attorneys for referrals
17:09 Get past the law office gatekeeper: Become the paralegal’s favorite real estate professional
18:52 Why I tell clients not to sign listing agreements with their Realtor friend
22:54 Creative finance and wholesaling probate leads: The Pace Morby probate offer strategy
26:08 How to explain lease with option to purchase to motivated sellers in probate
30:44 How to monetize every real estate conversation: Example creative finance script
36:18 Seller financing for probate real estate sales and estate planning (Plus, taking capital gain without depreciation recapture)
40:59 How to make estate planning attorneys and probate attorneys want to work with you

PLUS: 31:28 VIEW VIDEO OF REAL ESTATE SCRIPT EXAMPLE MINDMAP

Join our Facebook group, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind

Learn more at www.probatemastery.com

In this episode, we have a quick discussion on the importance of estate planning and review a short list of documents that you should consider with your estate planning attorney.

Questions, Comments, or Show Ideas?
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• Here's the USB microphone I use for the show
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• Here's the Headset I use for the show

Introducing a 3 Part Series with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® to initially discuss the story behind APEG, how it came to be, the bold goal for success and APEG's WHY.  

Stay Tuned for next week for Part 2 with APEG. 

Listen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® here
Listen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here

Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn
Connect with Ruth on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on APEG click here

For more information on APEG, email info@apegcommunity.com or call 800-568-2444

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

This is Money Talks on TEA Project, A Personal Finance Podcast. Your hosts, Gadiel and Michelle Espinoza. A husband and wife duo, where they discuss Personal Finance, Managing a Household, and so much more.

Gadiel is a father, husband, a Military Veteran, and a Lawyer.

Michelle is a mother, wife, BOSS, and a Certified Public Accountant.

In this episode, Michelle interviews me on why it's important to have an estate plan done now during the Coronavirus Pandemic.

Also, check out our recently opened Etsy store where we sell trendy stuff all designed by Michelle!

If you want to learn about stretching your dollar, watch our Part 1.

If you want to learn about 10 most common mistakes people make when budgeting their finances.

Also, learn ways to make some additional income by listening to Episode 13.

Book we recommend on Personal Finance:
The 9 Steps to Financial Freedom by Suze Orman

Book on Estate Planning:
Florida Estate Planning: Just the Basics by Gadiel Espinoza

Please like this video, subscribe to our channel, and share. TEA Project

Check out our website.

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