Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Protecting Your Legacy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Protecting Your Legacy 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.
Player FM - Podcast App
Go offline with the Player FM app!

How and Why Choosing Your Estate Planning Attorney Matters

12:52
 
Share
 

Manage episode 513494113 series 3695519
Content provided by Protecting Your Legacy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Protecting Your Legacy 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.
Summary

In this premiere episode of Protecting Your Legacy with Estate Planning, Adam Grant, founding partner of Stonewood Law PC in Encino, California, shares his insights on building a secure legacy through thoughtful estate planning. With over a decade of legal experience, Adam discusses why trust, accessibility, and long-term relationships are essential when selecting the right estate planning professional. He also explains how young families can protect their futures, the dangers of DIY estate planning, and why acting early provides lasting peace of mind.

Key Timestamps

00:00 – Introducing Adam Grant and His Path to Estate Planning
02:30 – Why Estate Planning Matters for Every Generation
04:45 – What to Look for When Choosing an Estate Planning Partner
06:10 – The Risks of DIY and Low-Cost Estate Planning Options
08:20 – The Importance of Responsiveness and Client Communication
10:00 – A Real Example: When Poor Planning Costs a Family Their Inheritance
11:30 – Why You Shouldn’t Wait to Start Your Estate Plan
Episode Description

In this episode of Protecting Your Legacy with Estate Planning, Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage of life.

Listeners will also hear real-world examples of why cutting corners with DIY or low-cost online legal services often leads to incomplete or invalid plans that land families in probate. Adam’s advice is simple: don’t wait. Start today to build peace of mind for yourself and your loved ones.

  continue reading

One episode

Artwork
iconShare
 
Manage episode 513494113 series 3695519
Content provided by Protecting Your Legacy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Protecting Your Legacy 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.
Summary

In this premiere episode of Protecting Your Legacy with Estate Planning, Adam Grant, founding partner of Stonewood Law PC in Encino, California, shares his insights on building a secure legacy through thoughtful estate planning. With over a decade of legal experience, Adam discusses why trust, accessibility, and long-term relationships are essential when selecting the right estate planning professional. He also explains how young families can protect their futures, the dangers of DIY estate planning, and why acting early provides lasting peace of mind.

Key Timestamps

00:00 – Introducing Adam Grant and His Path to Estate Planning
02:30 – Why Estate Planning Matters for Every Generation
04:45 – What to Look for When Choosing an Estate Planning Partner
06:10 – The Risks of DIY and Low-Cost Estate Planning Options
08:20 – The Importance of Responsiveness and Client Communication
10:00 – A Real Example: When Poor Planning Costs a Family Their Inheritance
11:30 – Why You Shouldn’t Wait to Start Your Estate Plan
Episode Description

In this episode of Protecting Your Legacy with Estate Planning, Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage of life.

Listeners will also hear real-world examples of why cutting corners with DIY or low-cost online legal services often leads to incomplete or invalid plans that land families in probate. Adam’s advice is simple: don’t wait. Start today to build peace of mind for yourself and your loved ones.

  continue reading

One episode

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play