Wealth Mavericks

Creating a living trust is only the first step. In this episode, Erin talks with Terra Firma attorney partner Ciara Lister about the part many people delay or forget entirely: actually funding the trust.Ciara breaks down the process in simple terms, including how to transfer real estate, update beneficiaries, handle business entities, and organize documents for your successor trustees. If your trust documents are signed but sitting unfinished, this episode is your practical nudge to complete the process and protect your family.Learn how we can help you: https://www.terrafirmaconsultant.com/Get Your Tax Savings Estimate: https://bit.ly/cfrformsChapters00:00 Understanding Living Trusts and Their Importance03:11 Step-by-Step Process to Fund Your Trust05:54 Transferring Assets: Real Estate and Accounts08:58 Business Entities and Other Assets12:08 Best Practices for Document Management14:51 Final Thoughts and EncouragementThe information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates

What do you do when the spiritual side of your life feels empty, distant, or maybe has never really existed at all? In this episode, Erin and Joe talk about why spirituality comes first in the Five 10s, why so many people feel disconnected, and how to begin rebuilding this part of life without shame or pressure.Learn how we can help you: https://www.terrafirmaconsultant.com/Get Your Tax Savings Estimate: https://bit.ly/cfrformsChapters00:00 Exploring Spirituality: A Personal Journey06:00 The Challenge of Disconnection in a Distracted Age11:51 Seeking Truth: The Path to Spiritual FulfillmentThe information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.