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Knack 4 Business

Beyond the Will: Strategic Planning for Legacies

July 16, 2024 • Bernie Franzgrote, Wayne Pratt and GUEST Taylor Willingham • Season 2 • Episode 97

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Welcome to the Knack 4 Business podcast.

We aim to help you navigate the business world. Whether you're just starting out or you've been at it for a while, we've got something for everyone.

Today's guest is Taylor Willingham from The Willingham Law Firm

Taylor shares insights on the importance of creating a meaningful legacy through actions and relationships, the role of wills and trusts, and addresses complex issues like elder abuse, digital asset management, and cross-state legal differences. The episode emphasizes comprehensive estate planning, exploring wealth distribution and long-term care, the significance of living trusts, and dealing with family dynamics. It provides invaluable resources for listeners in Texas seeking legal advice on estate and trust building.

email: taylor@taylorwillingham.com
website: https://www.willprobateattorneys.com

Please send your comments and questions to info@kreativinsight.com

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Acknowledging their support, I would like to express my thanks to Carl Richards from Podcast Solutions Made Simple, a renowned podcast expert, Fred Crouch who is the Property Wizard podcaster, Melanie Webber my invaluable business partner, and Wayne Pratt from Motive8U Inc, who serves as both a

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Disclaimer: Please note that the Knack 4 Business podcast episodes are meant solely for educational and general informational purposes. The information and opinions contained within are not intended to be professional advice on any subject matter. The thoughts, views, and opinions expressed by the participants are their own beliefs and do not represent the views of the podcast hosts or any affiliated organizations.

It is important to note that this podcast is not a replacement for consulting with certified experts in your area who possess knowledge of your unique situation. The hosts of the podcast, along with any participants or affiliated groups, do not take responsibility for any actions taken or not taken based on the information presented in this episode.

It is highly recommended that individuals seek guidance from their advisors in fields such as accounting, law, or other pertinent areas prior to undertaking any actions or making decisions that may impact their financial, legal, or other aspects of life.

People on this episode

Bernie Franzgrote

Host

Wayne Pratt

Co-host