『Family, Finance, and Fiduciary Duty』のカバーアート

Family, Finance, and Fiduciary Duty

Family, Finance, and Fiduciary Duty

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

Three generations of legal wisdom converge as father-daughter team Roger and Anna Henson share eye-opening insights about estate planning that could save your family from unnecessary heartache and conflict.

The Hensons cut through common misconceptions about wills versus trusts, revealing that contrary to popular belief, trusts aren't always the superior option. "The cost of creating a trust is significant," Roger explains, "but what most people don't factor in is that when it's time to distribute the assets, there is almost as much expense there as in the creation." This candid perspective helps listeners understand when each option truly makes sense, particularly for blended families or special needs situations.

What's particularly valuable is their practical guidance on timing. Estate planning isn't just for the elderly or wealthy—it's for anyone experiencing significant life changes. "If you acquire an asset, like buying a house as a young adult, it's worth considering a transfer on death deed or a will," Anna notes. Their stories of clients who waited too long serve as powerful cautionary tales, including one about a teacher who never updated her will after her named beneficiary died, creating chaos she never intended.

This episode is brought to you by Top Attorneys Of North America. https://topattorneys.us/

Perhaps most compelling is their advice for having difficult family conversations about inheritance. While acknowledging that every family has its unique dynamics, they emphasize that problems "will never get better if you don't talk about them." Their professional yet warm approach demonstrates why thoughtful estate planning isn't just about distributing assets—it's about creating clarity, reducing conflict, and ensuring your wishes are respected after you're gone.

To learn more about Mr. J. Rodger & Anna Henson:

1. www.rogerhensonlaw.com

2. or call 405-273-8558


-----Learn about exclusive ground up Flex Space Development investments including our current 22% IRR deal with 12% preferred rate in one of America's fastest growing counties, limited spots left:

https://www.land-play.com


To learn more about Jonathan's lawyer Google Ads, SEO or business growth & consulting fractional CMO services:
https://www.revenueascend.com/


To get your very own podcast guesting tour of 20, 40 or 60 episodes and become the thought leader and celebrity in your industry: https://getpodcastbookings.com/

Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
https://www.businesscashout.com/

To learn more about Jonathan's recession resilient mobile home park real estate: https://www.midwestparkcapital.com/

To sign up to the email list for the newest episodes of Counsel and Commentary: https://www.counselandcommentary.com/

まだレビューはありません