Скачать или смотреть Business Protection & Real Talk with Justin Baker of Baker Wealth Strategies - EP 12

In this episode of The Krinzman Property Playbook, host Matthew Krinzman sits down with estate planning attorney and strategist Justin Baker of Baker Wealth Strategies to dive into what every real estate investor, business owner, and high-net-worth family needs to know about protecting assets, minimizing taxes, and preserving legacy.
From the benefits of revocable trusts and buy-sell agreements to the risks of probate and family disputes, Justin delivers practical, easy-to-understand insights that will help you take proactive control of your wealth and future.

🎙️ Hosted by: Matthew Krinzman
👤 With Special Guest: Justin Baker – In-House Counsel, Baker Wealth Strategies

💡 What You’ll Learn:
✔️ Why estate planning is essential—even if you’re not ultra-wealthy
✔️ The documents you need to protect your real estate and business
✔️ Smart ways to avoid probate and keep control in the family
✔️ How Florida’s homestead exemption affects estate planning
✔️ The importance of trust-based strategies for legacy and tax savings
✔️ What business owners must plan for: death, disability, and retirement
✔️ Why your estate plan should involve a team, not just a lawyer

⏳ Timestamps:
📌 00:00 – Introduction and Host Welcome
📌 00:37 – Guest Introduction: Justin Baker
📌 00:48 – Justin's Professional Background
📌 03:23 – Balancing Work and Personal Life
📌 08:09 – Estate Planning and Wealth Management
📌 10:01 – Federal Estate Tax and Legal Considerations
📌 13:32 – Estate Planning Strategies and Trusts
📌 26:22 – Florida's Homestead Exemption and Estate Planning
📌 27:28 – The Importance of Professional Estate Planning
📌 28:11 – Avoiding Probate Court and Family Disputes
📌 29:40 – Business Succession Planning
📌 32:30 – The Role of Trusts in Estate Planning
📌 33:54 – Buy-Sell Agreements and Business Partnerships
📌 41:09 – Comprehensive Estate Planning Team
📌 42:03 – Revocable Living Trusts vs. Wills
📌 43:29 – Eliminating Estate Tax
📌 46:59 – The Importance of Planning Ahead
📌 49:31 – Contact Information and Final Thoughts
📇 Connect with Justin Baker & Baker Wealth Strategies:
🌐 Website → https://www.bakerwealthstrategies.com/
📘 Facebook →   / bakerwealthstrategies  

📇 Connect with Matthew Krinzman:
📘 Facebook →   / matthewkrealestate  
📷 Instagram →   / theekrinz  
🔗 LinkedIn →   / matthew-krinzman-4780523  

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⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/