Estate Expectations

Join Elisabeth and her guest Isabelle Roethe, CFP®️ of Desert Wealth Management as we explore a holistic approach to financial planning, blending health, wealth, and a higher purpose. From cracking the code on the health-wealth connection to addressing unique challenges for the younger generation, we're here with strategies, resources, and real talk. Discover the deeper motivations behind your financial goals, align with your values, and take a stroll through the financial planning process. Plus, buckle up for a crash course in investment basics and the fascinating world of behavioral finance. It's not just about the dollars – it's about creating a life that maximizes family time. You can contact Isabelle at www.desertweath.net, IG @isabelle.the.advisor and subscribe to her podcast "The Financial Wealth + Health Podcast."

In this insightful episode, we're privileged to be joined by Julia Cronin, whose legal journey began in litigation. With over a decade of experience litigating multi-million-dollar disputes for mid-size to Fortune 100 companies, Julia brings a wealth of knowledge to high net worth estate planning. We delve into defining high net worth, exploring tax planning intricacies, and navigating complex family dynamics. Julia's extensive background in breach of contract, business torts, and global antitrust investigations provides a unique perspective on crafting tailored strategies. From her high-profile law firm in Washington, D.C., to her current role protecting businesses and families, Ms. Cronin's sharp legal acumen is focused on achieving success and securing peace of mind. Licensed in CA, CO, SD, D.C., and WY, Julia offers a holistic approach to estate planning. Don't miss this episode as we unravel the complexities of high net worth estate planning, providing practical insights and solutions for businesses and families. Tune in to Estate Expectations for an enriching conversation that goes beyond the basics. Visit Julia's website at https://croninlawoffice.com/ for more information. As always, you can find Mindful Counsel on IG @mindfulcounsel and reach out to us at [email protected]

In Episode 6, Part 2, we're diving into something really personal and special. Join us for a heart-to-heart with Dr. D. James Pickle, my amazing husband and a rockstar Doctor of Physical Therapy who's facing the unexpected challenge of stage 5 renal failure. It's a journey of strength, resilience, and hope. We'll get real about the twists life throws at us and how important it is to be prepared, especially when it comes to estate planning. Dr. Pickle's story is not just about health—it's a lesson in facing the unknown with courage. Tune in for an emotional and uplifting episode where we explore the real-life importance of estate planning and the decisions, we all need to make to secure our futures. This one's from the heart, and we can't wait to share it with you on Estate Expectations.  If you would like to have our free resource the "Mindful Estate Planning Workbook" to help you navigate the questions and concerns you have about preparing for your last wishes and creating generational wealth, you can grab it here: https://themindfulcounsel.com/estate-plan-connect  Don't forget to follow us on IG @mindfulcounsel and reach out to us at [email protected] with any questions or show topic ideas.

In Episode 5, Part 1, we're diving into something really personal and special. Join us for a heart-to-heart with Dr. D. James Pickle, my amazing husband and a rockstar Doctor of Physical Therapy who's facing the unexpected challenge of stage 5 renal failure. It's a journey of strength, resilience, and hope. We'll get real about the twists life throws at us and how important it is to be prepared, especially when it comes to estate planning. Dr. Pickle's story is not just about health—it's a lesson in facing the unknown with courage. Tune in for an emotional and uplifting episode where we explore the real-life importance of estate planning and the decisions, we all need to make to secure our futures. This one's from the heart, and we can't wait to share it with you on Estate Expectations.  If you would like to have our free resource the "Mindful Estate Planning Workbook" to help you navigate the questions and concerns you have about preparing for your last wishes and creating generational wealth, you can grab it here: https://themindfulcounsel.com/estate-plan-connect Don't forget to follow us on IG @mindfulcounsel and reach out to us at [email protected] with any questions or show topic ideas.

In Episode 4, we turn our attention to our furry friends and explore "Paws and Plans." Discover the importance of including your pets in your estate planning, understanding pet trusts, and the role of animal rescue facilities in legacy planning. Our guest speaker, Lana Shapiro, the Director of Development and Marketing at Foothills Animal Rescue, shares invaluable insights on ensuring your pets are well-cared for when you're no longer there. Learn how to create a pet trust step by step, navigate the legal considerations, and hear heartwarming real-life stories of successful pet legacy planning. Whether you have a dog, cat, or any beloved companion, join us as we ensure their future security on Estate Expectations! You can reach Lana at [email protected] and www.foothillsanimal.org.   Follow us on IG https://www.instagram.com/mindfulcounsel. Check out our services at https://themindfulcounsel.com; and submit your questions and requested podcast topics to [email protected].

In Episode 3, we venture into the world of "Legacy Planning and Brand Building." Discover how legacy planning extends beyond financial assets to encompass the values, stories, and the impact you want to leave behind. We'll explore examples of legacies that go beyond dollars and cents, such as charitable legacies and social causes. Learn how individuals and businesses can enhance their personal and brand identities through legacy planning, and hear inspiring success stories of those who've leveraged legacy planning for brand building. Plus, find out the long-term benefits of aligning estate planning with brand strategy. Get ready to shape a legacy that truly reflects you on Estate Expectations!

In Episode 2, we take you back to the basics with "Estate Planning 101." Discover what estate planning encompasses, key terms you should know, and the primary goals of this essential process. We'll debunk common misconceptions about estate planning and explain why it's not just for the wealthy. Get practical tips on getting started and find out how simple and accessible estate planning can be. Join us as we lay the foundation for a secure and well-prepared future on Estate Expectations!

In our first episode, we dive into the fundamental principles of legacy planning. We'll cover the basics of what legacy planning is, why it's essential, and how it can benefit you and your loved ones. Join us as we lay the groundwork for your journey in estate planning, legacy creation, and brand building. Get ready to build your legacy and secure your future with Estate Expectations! Follow us on IG https://www.instagram.com/mindfulcounsel/; Check out our services at https://themindfulcounsel.com; and submit your questions and requested podcast topics to [email protected].

Are you ready to transform your perception of Estate Planning? What if I told you, it's not just about paperwork, but a journey towards securing your legacy and turbocharging your brand? Intrigued? You should be! Say goodbye to confusion and hello to clarity with the Estate Expectations podcast. I'm Elisabeth Pickle, your guide in this adventure. With two decades as an estate planning attorney, I've demystified the process, safeguarded fortunes, and paved futures.    Get ready to plunge into the depths of estate planning, unravel the threads of legacy creation, unravel the secrets of wealth transfer, and shield assets like never before. We're not stopping there – intellectual property protection, brand building, and much more are all on the menu.   Your assets, both tangible and intangible, deserve a fortress of protection. Let's empower your journey together. Tune in on Apple Podcasts, Spotify, or wherever podcast waves carry you.  Your wealth-securing, brand-boosting, legacy-crafting voyage starts now!