Скачать или смотреть Protecting Your Parents, Preserving Your Legacy with Chad Holmes | Ep 07

Your parents’ legacy is too important to lose to unnecessary taxes, probate fights, or poor planning.

In this episode, I’m joined by CPA, CFP®, and bestselling author Chad Holmes to talk about proactive, multi-generational estate planning that protects your loved ones and keeps family wealth where it belongs — in the family. We cover powers of attorney, when probate might actually work in your favor, avoiding costly real estate tax traps, and how to start the hard conversations about money and death before it’s too late.

You’ll learn why estate planning isn’t just legal paperwork — it’s about love, legacy, and making sure the right story gets told.
👉 The best gift you can give your family is a plan.
💥 This episode gives you the tools to create one.

Connect with Chad:
Website: https://formulawealth.com/
Childfree Wealth®: https://childfreewealth.com
Childfree Trust®: https://childfreetrust.com
Childfree Wealth Podcast: https://childfreewealth.buzzsprout.com
Newsletter: https://formulawealth.kit.com/
Life Audit Service: https://formulawealth.com/lifeaudit
Book: The Inheritance Playbook — available on Amazon and Spotify

Connect with Linda:
Website: https://www.LindaGriz.com
Instagram:   / lindagrizely  
Facebook:   / thelindagrizely  
LinkedIn:   / linda-grizely  
YouTube:    / @lindagrizely  
TikTok: https://www.tiktok.com/lindagrizely
X: https://x.com/LindaGrizely

Resources/Freebies:
What’s Your Money Personality Quiz: https://bit.ly/MonPersQuiz
What’s Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz
Join Linda’s Free Community: A space for real talk, fresh starts, and women who are done putting themselves last. https://info.lindagriz.com/widget/for...


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#MoneyMindset #WomenAndMoney #PersonalFinance #FinancialEmpowerment #EstatePlanning #InheritancePlanning #MultiGenerationalPlanning #RealMoneyRealLife #LindaGriz #PodcastForWomen