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Be Prepared Be Ready: Meet the Board - Glen Wagstaff, 'Estate Planning Essentials'

20:45
 
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Manage episode 417324549 series 3565603
Coni Meyers & Howard Fox, Coni Meyers, and Howard Fox에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Coni Meyers & Howard Fox, Coni Meyers, and Howard Fox 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome back to "Doing Well by Doing Good," the podcast where we explore the intersection of success and social impact. In this episode, we have the pleasure to chat with Glen Wagstaff, Founder and Managing parter at Inter Vivos, PLLC, an Estate Planning Firm.
Glen shares invaluable insights into the world of estate planning, explaining how vital it is for individuals to prepare for the future to protect their assets and ensure smooth transitions after life’s unpredictable events.
We also dive into how Glen, through his work and advocacy, embodies our podcast's theme of doing well by doing good. Stay tuned as we explore the intersections of legal expertise, personal preparedness, and community service, uncovering why it's crucial to start planning today for tomorrow’s uncertainties.
DISCUSSION POINTS

  1. Glen's transition from aspiring to be a prosecutor to specializing in estate planning
  2. The unique preventative nature of estate planning compared to other legal fields that primarily focus on conflict resolution.
  3. The importance of having legal documents sorted out before an emergency occurs.
  4. A Sampling of the 32 distinct specialty areas within the field of Estate planning.
  5. Glen shared about his sister's emergency situation and the complications arising from not having a healthcare directive or power of attorney.
  6. Glen mentioned that simple wills might not be sufficient for everyone, and shared common misconceptions people have about wills and estate planning, and how can better education on these topics help individuals make more informed decisions?
  7. How does the collaboration between Glenn and Coni Myers, to include estate planning in the Be Prepared, Be Ready initiative, illustrate the importance of interdisciplinary approaches to comprehensive preparedness?
  8. How estate planning contributes to overall disaster preparedness and recovery efforts.
  9. The connections between estate planning and other professional services like financial advice, insurance, and real estate.
  10. The Book Project Series that Glen is working on.

LEARN MORE
To learn more about Glen and his work, click here to visit the Inter Vivos PLLC and IMPowerED Network websites, and on these social sites:
Facebook
LinkedIn
YouTube

To learn more about the Be Prepared Be Ready nonprofit, and the Kits4Kids Initiative, visit their website at https://www.BePreparedBeReady.org, or on these social sites:
Facebook
Instagram
YouTube
Networking on Owwll
To learn more about
Howard Fox, visit his website at https://foxcoaching.com.
KEYWORDS
Glen Wagstaff, Inter Vivos PLLC, Estate Planning, Do Well By Doing Good, Kits4Kids, Nonprofit Initiative, CommunityResilience, Crisis Management, Climate Change, Emergency Preparedness, Podcast Launch, Howard Fox
#
GlenWagstaff #InterVivosPLLC #EstatePlanning, #DoWellByDoingGood #Kits4Kids #PodcastLaunch #NonprofitInitiative #CommunityResilience #CrisisManagement #ClimateChange #EmergencyPreparedness

  continue reading

14 에피소드

Artwork
icon공유
 
Manage episode 417324549 series 3565603
Coni Meyers & Howard Fox, Coni Meyers, and Howard Fox에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Coni Meyers & Howard Fox, Coni Meyers, and Howard Fox 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome back to "Doing Well by Doing Good," the podcast where we explore the intersection of success and social impact. In this episode, we have the pleasure to chat with Glen Wagstaff, Founder and Managing parter at Inter Vivos, PLLC, an Estate Planning Firm.
Glen shares invaluable insights into the world of estate planning, explaining how vital it is for individuals to prepare for the future to protect their assets and ensure smooth transitions after life’s unpredictable events.
We also dive into how Glen, through his work and advocacy, embodies our podcast's theme of doing well by doing good. Stay tuned as we explore the intersections of legal expertise, personal preparedness, and community service, uncovering why it's crucial to start planning today for tomorrow’s uncertainties.
DISCUSSION POINTS

  1. Glen's transition from aspiring to be a prosecutor to specializing in estate planning
  2. The unique preventative nature of estate planning compared to other legal fields that primarily focus on conflict resolution.
  3. The importance of having legal documents sorted out before an emergency occurs.
  4. A Sampling of the 32 distinct specialty areas within the field of Estate planning.
  5. Glen shared about his sister's emergency situation and the complications arising from not having a healthcare directive or power of attorney.
  6. Glen mentioned that simple wills might not be sufficient for everyone, and shared common misconceptions people have about wills and estate planning, and how can better education on these topics help individuals make more informed decisions?
  7. How does the collaboration between Glenn and Coni Myers, to include estate planning in the Be Prepared, Be Ready initiative, illustrate the importance of interdisciplinary approaches to comprehensive preparedness?
  8. How estate planning contributes to overall disaster preparedness and recovery efforts.
  9. The connections between estate planning and other professional services like financial advice, insurance, and real estate.
  10. The Book Project Series that Glen is working on.

LEARN MORE
To learn more about Glen and his work, click here to visit the Inter Vivos PLLC and IMPowerED Network websites, and on these social sites:
Facebook
LinkedIn
YouTube

To learn more about the Be Prepared Be Ready nonprofit, and the Kits4Kids Initiative, visit their website at https://www.BePreparedBeReady.org, or on these social sites:
Facebook
Instagram
YouTube
Networking on Owwll
To learn more about
Howard Fox, visit his website at https://foxcoaching.com.
KEYWORDS
Glen Wagstaff, Inter Vivos PLLC, Estate Planning, Do Well By Doing Good, Kits4Kids, Nonprofit Initiative, CommunityResilience, Crisis Management, Climate Change, Emergency Preparedness, Podcast Launch, Howard Fox
#
GlenWagstaff #InterVivosPLLC #EstatePlanning, #DoWellByDoingGood #Kits4Kids #PodcastLaunch #NonprofitInitiative #CommunityResilience #CrisisManagement #ClimateChange #EmergencyPreparedness

  continue reading

14 에피소드

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