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An Insider look at Estate Planning for Investors, with guest Greg DuPont

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Manage episode 344894536 series 2990270
Content provided by Taylor Vick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Vick 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.

From what point should you be hiring an Estate Planner to how it plays into your wealth strategy, we take an insider look into what you need to know about estate planning, tax strategy, current laws and some red flags to stay away from with guest Greg DuPont, multi-disciplinary lawyer.
🔔 Learn more about Greg:
https://www.dandblaw.com/our-team/gregory-s-dupont/
https://dupontwealth.com
Podcast: https://yourfinancialadvocate.blubrry.net
Learn more about Taylor Vick, his team at Blue Ridge Asset Management and how they're building the #1 Real Estate Investment Fund Company in the Carolinas:
🔵 www.blueridgeam.com
Follow on your favorite platforms:
Facebook: https://www.facebook.com/BlueRidgeAss...
Instagram: https://www.instagram.com/blueridgeas...
Podcast: @RealEstateFundInsider
Youtube: @RealEstateFundInsider
Want to join us on our Podcast or Youtube?
E-mail marketing@shepquarters.com to set up an interview
#greenvillesouthcarolina #realestate #realestatefunds #realestateinvesting #realestatefunds

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 344894536 series 2990270
Content provided by Taylor Vick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Vick 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.

From what point should you be hiring an Estate Planner to how it plays into your wealth strategy, we take an insider look into what you need to know about estate planning, tax strategy, current laws and some red flags to stay away from with guest Greg DuPont, multi-disciplinary lawyer.
🔔 Learn more about Greg:
https://www.dandblaw.com/our-team/gregory-s-dupont/
https://dupontwealth.com
Podcast: https://yourfinancialadvocate.blubrry.net
Learn more about Taylor Vick, his team at Blue Ridge Asset Management and how they're building the #1 Real Estate Investment Fund Company in the Carolinas:
🔵 www.blueridgeam.com
Follow on your favorite platforms:
Facebook: https://www.facebook.com/BlueRidgeAss...
Instagram: https://www.instagram.com/blueridgeas...
Podcast: @RealEstateFundInsider
Youtube: @RealEstateFundInsider
Want to join us on our Podcast or Youtube?
E-mail marketing@shepquarters.com to set up an interview
#greenvillesouthcarolina #realestate #realestatefunds #realestateinvesting #realestatefunds

  continue reading

26 episodes

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