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Protecting your Wealth Today and Beyond with Warner Lewis the Legal Concierge

Do you have a legal question or problem and you just don’t know where to turn for answers? How do you find the right lawyer? Warner Lewis is your Legal Concierge, and he addresses a wide range of questions about legal situations and solutions that may apply to you in this new Legal podcast series.

Get answers to all of your legal questions today in "Protecting your Wealth Today and Beyond" legal podcast.

 

Hear real answers to the following questions and more:

19:22 Are there new regulations that will impact existing trusts?

26:50 I am thinking about getting a trust in place. Can I get grandfathered in with a step-up in cost basis & capital gains with my trust in the event the new regulations take effect.

31:11 Or are there other options to consider at this point for not getting taxed on capital gains?

51:04 If my documentation for my LLC is in place, does this mean piercing the corporate veil it no longer possible (or likely to happen)?


If you are interested in jumping to a specific segment, click on the timestamp below for the segment.

10:47 – Protecting your Wealth Today and Beyond

15:12 – Key Components of Estate Planning

27:53 – Why People Plan

31:56 – Why More People Don’t Plan

32:55 – Problems with Planning

39:38 – About Probate

40:28 – Revocable & Irrevocable Trusts

42:43 – Asset Protection for Business Owners

45:06 – Limited Liability Company (LLC)

52:23 – Life Planning Essentials

The information provided in this podcast is for educational purposes only and is not a substitute for legal, financial, or medical advice of any kind. Warner Lewis is a trusted, reliable resource to help you find the answers you need when you’re not sure who to turn to if you have a legal question or need a lawyer.

Schedule your FREE Consultation today!

Call, Toll-Free: 877-438-7878, or schedule an appointment at: www.calendly.com/warner-1

Watch for our next Legal Concierge live estate planning podcast next week. You can chat with Warner live every Tuesday on YouTube channel where you can call or write in with your legal questions. We'll explore your potential options and introduce you to the most qualified attorney for your matter, if appropriate. Learn more on our website https://legal-concierge.net/


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