"When families fail to plan, they plan to fail. Estate planning isn’t just about documents—it’s about preserving peace."
In this episode of Envision More, Wayne Wagner Jr. is joined by Chris Young, a veteran estate planning attorney with over 30 years of experience. As a partner at Archer & Greiner, Chris has worked on complex, high-net-worth cases, helping families navigate the intricacies of wealth transfer and legacy planning.
The conversation goes beyond the essential documents everyone needs and explores the often-overlooked nuances of trusts. Chris shares gripping stories of real-life cases that illustrate the value of thoughtful planning, including avoiding elder abuse, protecting children from financial pitfalls, and navigating sensitive family dynamics.
Wayne and Chris also tackle trending topics like the role of AI in estate planning, the importance of intergenerational conversations, and the challenges faced by family businesses. With actionable advice and engaging anecdotes, this episode is packed with wisdom for anyone seeking to safeguard their legacy.
Whether you're starting from scratch or revisiting your estate plan, this conversation will leave you better equipped to make confident decisions for your family’s future.
KEY HIGHLIGHTS:- Importance of building a legacy through proper planning.
- The role of trusts for minors, special needs, or tax mitigation.
- Using trusts to safeguard children from poor decisions or difficult circumstances.
- Strategies for family businesses and liquidity challenges.
- Addressing potential disputes among heirs.
- The limitations of AI in legal services.
- Addressing elder abuse and financial exploitation.
- How to choose the right professionals to guide your family’s future.
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Archer & Greiner, PC: https://www.archerlaw.com/en/people/christopher-s-young
- 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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