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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In this episode of The Practical Wealth Show, I sit down with Court Pitcher, co-founder of Legacy Lock, to uncover the secrets of smart legacy planning. Most people don't realize that failing to set up a trust can leave their family with huge legal headaches, unnecessary taxes, and costly probate. Court shares why a trust is one of the most powerful financial tools for protecting your assets and ensuring your wealth is passed down seamlessly.
Highlights
- The biggest estate planning mistakes (and how to avoid them)
- Why wills aren't enough – the power of trusts explained
- How to bypass probate and keep control over your wealth
- Estate planning for business owners and real estate investors
- The #1 thing you need to do TODAY to secure your family's future
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - [email protected]
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Court Pitcher https://www.linkedin.com/in/court-pitcher-09b74548
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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