Ep331 Protect Your Assets and Family’s Future Through Estate Planning with Melvin Young and Wallace Glausi

Melvin Young and Wallace Glausi join us to discuss setting up legal paperwork to safeguard what matters most to you. This episode will give you professional guidance about living wills, trusts, life insurance, and probate. We'll give you more from this conversation to help you make appropriate decisions for your assets and properties, so stay tuned!KEY TAKEAWAYSSigns that it's time to review your estate plan documentsTrust vs. Will: Their differences and common misconceptionsThe probate process and how someone can avoid it Necessary preparations to streamline the process of will and trustPossible ways to avoid estate taxesRESOURCE/LINK MENTIONEDGet Your Taxes Minimized Legally, Morally, And Ethically with Melvin Young | Apple Podcast https://podcasts.apple.com/us/podcast/get-your-taxes-minimized-legally-morally-and/id1501539079?i=1000579561640ABOUT MELVIN YOUNG AND WALLACE GLAUSI Melvin is the CEO and a managing general partner of Modewealth. His company's mission is to help small business owners reduce their taxes and other financing needs through its Tax Office Suite Program and bookkeeping, payroll, tax preparation, and compliance automation.Wallace A. Glausi is an American lawyer specializing in the field of Business Law, Corporate Law, Estate Planning, Partnerships, Taxation, and International Tax Transactions. He is a member of Anderson & Glausi and helps make sure your business compliance and formalities are done right, no matter your entity type.CONNECT WITH MELVIN AND WALLACE Website: Modewealth To schedule a meeting with Melvin, go to https://go.oncehub.com/MelvinYoungPhone: (971) 273-7373To find out more about partnering or investing in a multifamily deal, schedule a call here: https://calendly.com/threekeysinvestments/get-acquainted-callVisit ThreeKeysInvestments.com to download a free e-book “Why Invest in Apartments”!Looking to reduce your taxes so you can build wealth? Mode Wealth is a boutique financial firm helping real estate professionals, investors and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/Looking for an affordable healthcare solution? Check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)!https://www.buymeacoffee.com/AskMeHowIKnowExplore Identity-Level Recalibration→ Schedule a conversation with Julie to see if The Recalibration is a fit for you→ Learn about The Recalibration Cohort→ Join the next Friday Recalibration Live experience → Take your listening deeper! Subscribe to The Weekly Recalibration Companion to receive reflections and extensions to each week's podcast episodes.→ Follow Julie Holly on LinkedIn for more recalibration insights→ Download the Misalignment Audit→ Subscribe to the weekly newsletter→ Books to read  (Tidy categories on Amazon- I've read/listened to each recommended title.)→  One link to all things...