In this episode, host Dr. Joaquin Wallace welcomes back Martin Johnson, Esq., estate planning attorney and Founder of Johnson Law and Tax, to dive into the crucial topic of estate and tax planning.
The discussion focuses on stage six of the seven-stage generational wealth model: generational knowledge. Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning.
This episode covers the importance of having an estate plan, understanding probate, strategies for minimizing tax liabilities, and the vital role life insurance plays in securing financial stability for future generations.
With practical advice and illustrative anecdotes, this episode is a goldmine for anyone looking to build and preserve wealth for the next generation. Make sure you subscribe to stay informed with the latest in wealth-building strategies.
To learn more about Martin and his work, visit: https://www.360epi.com
LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq
Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting
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