Excited to share our latest episode of the Envizion More Podcast, featuring an in-depth conversation with Russ Nesevich, an experienced estate planning attorney. Hosted by Wayne Wagner Jr., this episode brings invaluable insights on planning for the future, whether you're building your wealth, protecting your family, or planning your legacy.
Key Takeaways:
1️⃣ The Importance of Comprehensive Estate Planning
Understand why estate planning isn't just for end-of-life scenarios, but also crucial for incapacitation and asset protection.
2️⃣ Essential Estate Planning Documents
Learn about the five must-have documents to ensure your wishes are respected: will, power of attorney, healthcare power of attorney, HIPAA release, and living will.
3️⃣ Navigating Changing Tax Laws
Stay ahead of tax changes expected at the end of 2025, and discover strategies for minimizing estate taxes, including gifting and strategic use of trusts.
Russ's insights provide actionable steps to protect financial stability and peace of mind for you and your loved ones. Don't miss this episode!
KEY HIGHLIGHTS:- Estate planning for leadership in families
- Leadership in managing family resources and inheritance
- Delegating decision-making during illness through estate planning
- Ensuring trustees make sound decisions
- Using trusts to protect family assets
- Inherited IRAs and impact on beneficiaries
- Role of trustees in helping family business endeavors
- Restricting beneficiaries from disputing trustee decisions
- Strategic asset distribution for effective leadership
- Preparing for potential tax changes and impacts
- Creating clarity with healthcare directives
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Nesevich Law, LLC: https://nesevichlaw.com/russ-nesevich/
- Russ’ LinkedIn: https://www.linkedin.com/in/russnesevich/
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Veritas Leadership Group: https://www.veritasleadershipgroup.org/
- Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
- Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
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