Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Strategic Wealth Blueprint: Navigating Wills, Trusts, and Probate

57:29
 
Share
 

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
 
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

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.

 

Listen to this show while you explore
Play