Crafting Your Legacy: Essential Tips For Protecting Your Family's Future With Brian Tully, Episode #191 Mitlin Money Mindset podcast

Lawrence Sprung द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Lawrence Sprung या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

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Crafting Your Legacy: Essential Tips for Protecting Your Family's Future with Brian Tully, Episode #191

6d ago 36:56

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Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.

Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.

He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.

Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.

You will want to hear this episode if you are interested in...

Learn more about Brian Tully and his law firm [2:42]
What is estate planning? Why is it important? [5:38]
Common misconceptions about estate planning [7:00]
Why the Tully Law Group has a social worker on staff [11:48]
Key documents for estate planning and end-of-life care [17:34]
Get your copy of Financial Planning Made Personal! [21:23]
Some common estate planning mistakes [22:04]
Helping families understand the importance of planning [23:53]
Healthcare proxies and Power of Attorney for young adults [26:38]
Handling guardianship and inheritances for minor children [29:35]
What Brian did today that put him in the right mindset for success [32:56]

Resources & People Mentioned

Get two FREE chapters of Financial Planning Made Personal!

Connect with Brian Tully

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