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Episode 357: Estate Planning, Elder Law & Entity Structures with Taylor Willingham

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Content provided by Bradley Hamner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bradley Hamner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s episode, Taylor Willingham joins Bradley to discuss the value of estate planning for entrepreneurs. Taylor brings a wealth of expertise and a deep commitment to legacy planning, and is himself a founder. Specializing in estate planning, probate, and elder law, his practice is dedicated to ensuring clients' assets are protected and passed on according to their wishes. Taylor's unique approach to estate planning, dubbed Posterity Planning, focuses on not just the transfer of assets, but on preserving wealth for future generations.

An accomplished author, Taylor has contributed significantly to the field with five published books:

  • "Will Trust: Do I Need a Will or a Trust,"
  • "Free Long Term Care,"
  • "Helping Your Parent With Long Term Care,"
  • "Why Should I Care, I'll Be Dead," and
  • "Ituy: An Adventure to The End of World."

He also shares his rich background in estate law. In fact, his legal journey began at Tombs & Maxwell, PLLC in Lubbock, Texas, where he honed his skills as an estate planning and probate law clerk. His career took a pivotal turn in 2009 when he joined Davis & Associates, delving into international estate planning and business formation to assist global clients in investing and protecting assets within the United States.

Taylor's dedication to creating lasting legacies is matched by his extensive academic achievements, including a Master’s degree in Personal Finance and a Juris Doctorate. His expertise in planning techniques, asset protection, and wealth creation has been recognized through numerous awards and affiliations, such as being a Graduate of the Elder Law College, receiving the Best Attorney accolade from Living Magazine in 2015, and being a consistent Super Lawyers Association member from 2019 to 2023.

At Willingham Law Firm, PC., Taylor and his team offer a range of services tailored to meet individual needs, from wills and trusts to Medicaid planning and VA benefits, embodying his belief in the power of effective estate planning to safeguard one’s legacy. For those seeking to protect their assets and ensure their wishes are honored, Taylor Willingham offers unparalleled expertise and a compassionate approach to estate and legacy planning.

Thanks to our sponsors...

Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital

BlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.

Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.

Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.

TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

  continue reading

362 episodes

Artwork
iconShare
 
Manage episode 418015627 series 3456276
Content provided by Bradley Hamner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bradley Hamner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s episode, Taylor Willingham joins Bradley to discuss the value of estate planning for entrepreneurs. Taylor brings a wealth of expertise and a deep commitment to legacy planning, and is himself a founder. Specializing in estate planning, probate, and elder law, his practice is dedicated to ensuring clients' assets are protected and passed on according to their wishes. Taylor's unique approach to estate planning, dubbed Posterity Planning, focuses on not just the transfer of assets, but on preserving wealth for future generations.

An accomplished author, Taylor has contributed significantly to the field with five published books:

  • "Will Trust: Do I Need a Will or a Trust,"
  • "Free Long Term Care,"
  • "Helping Your Parent With Long Term Care,"
  • "Why Should I Care, I'll Be Dead," and
  • "Ituy: An Adventure to The End of World."

He also shares his rich background in estate law. In fact, his legal journey began at Tombs & Maxwell, PLLC in Lubbock, Texas, where he honed his skills as an estate planning and probate law clerk. His career took a pivotal turn in 2009 when he joined Davis & Associates, delving into international estate planning and business formation to assist global clients in investing and protecting assets within the United States.

Taylor's dedication to creating lasting legacies is matched by his extensive academic achievements, including a Master’s degree in Personal Finance and a Juris Doctorate. His expertise in planning techniques, asset protection, and wealth creation has been recognized through numerous awards and affiliations, such as being a Graduate of the Elder Law College, receiving the Best Attorney accolade from Living Magazine in 2015, and being a consistent Super Lawyers Association member from 2019 to 2023.

At Willingham Law Firm, PC., Taylor and his team offer a range of services tailored to meet individual needs, from wills and trusts to Medicaid planning and VA benefits, embodying his belief in the power of effective estate planning to safeguard one’s legacy. For those seeking to protect their assets and ensure their wishes are honored, Taylor Willingham offers unparalleled expertise and a compassionate approach to estate and legacy planning.

Thanks to our sponsors...

Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital

BlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.

Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.

Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.

TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

  continue reading

362 episodes

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