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Strategic Wealth Blueprint: Navigating Wills, Trusts, and Probate

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Archived series ("Inactive feed" status)

When? This feed was archived on September 18, 2025 11:17 (4M ago). Last successful fetch was on October 03, 2024 18:13 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 392334208 series 3417237
Content provided by Dan Wheeler and Marcus Fields, Dan Wheeler, and Marcus Fields. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Wheeler and Marcus Fields, Dan Wheeler, and Marcus Fields or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join hosts Dan Wheeler and Marcus Fields for an illuminating dive into the realms of wills, trusts, probate, and strategic financial planning. In this episode, they're joined by esteemed probate and estate attorney, Michael Forster from Forster Law Firm, adding expert insights to this comprehensive discussion.

Explore the intricacies of wealth preservation and distribution strategies, gaining invaluable guidance on estate planning tailored to your unique needs. Delve into the legal nuances with seasoned expertise, discovering ways to protect assets and ensure your legacy aligns with your aspirations. Tune in for a masterclass in navigating the complexities of wealth management, empowering listeners to fortify their financial future with sound planning and legal counsel

If you're looking to buy, sell or invest let's get in touch below.
Get your FREE Buyer or Seller Guide Here! https://www.danwheelersellshomes.com/podcast
🚨 If you're thinking about upsizing, downsizing, getting out of DC, or move on from an Investment property.. Shoot me an email to talk a game plan! - [email protected] 🚨
If you want to chat more about this topic, shoot me a text or drop a comment down below!
Watch on YouTube: https://www.youtube.com/@TheRealEstateWirePodcast
🚨 Thinking about making a move to the MOCO Suburbs? Feel free to REACH out night or day, holiday or weekends! My team and I absolutely would be honored to help you with the next chapter of your life! Click here --https://www.danwheelersellshomes.com/contact-us/
Dan Wheeler - Keller Williams Capital Properties
📲 Call/Text Direct at (301) 806- 3179
📲 Email: [email protected]
📲 Social Media: ...

  continue reading

55 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on September 18, 2025 11:17 (4M ago). Last successful fetch was on October 03, 2024 18:13 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 392334208 series 3417237
Content provided by Dan Wheeler and Marcus Fields, Dan Wheeler, and Marcus Fields. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Wheeler and Marcus Fields, Dan Wheeler, and Marcus Fields or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join hosts Dan Wheeler and Marcus Fields for an illuminating dive into the realms of wills, trusts, probate, and strategic financial planning. In this episode, they're joined by esteemed probate and estate attorney, Michael Forster from Forster Law Firm, adding expert insights to this comprehensive discussion.

Explore the intricacies of wealth preservation and distribution strategies, gaining invaluable guidance on estate planning tailored to your unique needs. Delve into the legal nuances with seasoned expertise, discovering ways to protect assets and ensure your legacy aligns with your aspirations. Tune in for a masterclass in navigating the complexities of wealth management, empowering listeners to fortify their financial future with sound planning and legal counsel

If you're looking to buy, sell or invest let's get in touch below.
Get your FREE Buyer or Seller Guide Here! https://www.danwheelersellshomes.com/podcast
🚨 If you're thinking about upsizing, downsizing, getting out of DC, or move on from an Investment property.. Shoot me an email to talk a game plan! - [email protected] 🚨
If you want to chat more about this topic, shoot me a text or drop a comment down below!
Watch on YouTube: https://www.youtube.com/@TheRealEstateWirePodcast
🚨 Thinking about making a move to the MOCO Suburbs? Feel free to REACH out night or day, holiday or weekends! My team and I absolutely would be honored to help you with the next chapter of your life! Click here --https://www.danwheelersellshomes.com/contact-us/
Dan Wheeler - Keller Williams Capital Properties
📲 Call/Text Direct at (301) 806- 3179
📲 Email: [email protected]
📲 Social Media: ...

  continue reading

55 episodes

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