Ever call the phone company when your name isn’t on the account and the cell carrier won’t speak to you (on behalf of a family member)? All of us are going to face the train that is metaphorically coming for us at the end of our lives and when we fail to plan, in learning all we can now, your legacy may inadvertently fall into tragedy due to contested legal processes ... compared to the values, guiding principles and better memories it deserves. While planning for your final days may not be a comfortable conversation, you’ll sleep like a baby afterwards if you don’t have to worry about this one thing.
In this video version of our podcast episode, hostess Angelina Carleton speaks with John K. Ross, Esq., an elder law attorney. Mr. Ross shares the five big mistakes he and his business partner have seen in the last three decades. Tune in to learn how the “financial Power of Attorney” document is more important than your Will, the price of bad advice and why the failure to plan can be one of the biggest blind spots in your holistic legacy's design. Prepare today so your legacy can be preserved and your future protected from heart ache.
Learn more about John at www.rossandshoalmire.com.
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John has had a solid legal career handling matters for a wide range of clients. This career includes clients located in Texas and Arkansas of the United States for reference:
*Designed estate planning and asset protection devices for HNW clients, including family limited partnerships, tax planned wills, and various trust agreements.
*Successfully handled multi-million $$ contested probate matters while maintaining cordial relations among the family members.
*Assisted countless families by helping them protect their life savings from nursing home costs.
*Developed plans for disabled individuals, including special needs trusts, to maximize their quality of life and preserve needs resources.
Mr. Ross has published articles on Elder Law and has been featured on radio, television and national publications like the Wall Street Journal and Forbes Magazine. John has received many awards including Texarkana's Top Lawyer in Trusts & Assets from ALT Magazine in 2019 and Best Elder Law Firm from ALT Magazine in 2020.
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#designurlegacy #legacyplanning #legacy #advisory
There is a white space between financial planning and estate law where a professional, seasoned coach can expand the conversations for and around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our framework, fulfillment and progress follow. Since 2014, Angelina has advised individuals in over 1,000 sessions with their holistic legacy planning.
Subject to our website by visiting: http://www.DesignUrLegacy.com for exclusive content!
To book your first consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com.
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Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthMangement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution! She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: [email protected].
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DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.
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