Estate Planning For Wealth Management Adam Zuckerman and Lily Patrascu
In this video, Adam Zuckerman, founder of Buried in Work, shares insights on estate planning and how to simplify end-of-life tasks. He emphasizes the importance of building relationships and leading with generosity. Adam discusses his personal journey into estate planning, triggered by his father's passing, and how he leveraged his network to create comprehensive resources. He explains the complexities of estate planning, including wills, trusts, and succession plans for entrepreneurs. Adam also highlights the significance of organizing estate information to ease the transition for heirs and reduce the burden on loved ones.
Adam Zuckerman is the Founder of Buried in Work, which provides resources and services to simplify estate planning/organization, end-of-life tasks, and estate transitions.
He's an attorney, MBA, and Eisenhower Fellow with a diverse background that spans finance, media, consumer package goods, and clean energy.
For More Info About Adam Zuckerman: [ Ссылка ]
Timestamp
0:00 Introduction
0:22 Estate Planning Basics
0:30 Guest Introduction: Adam Zuckerman
1:03 Building Relationships
1:31 Generosity in Business
2:22 Personal Story and Motivation
3:33 Creating Resources and Website
5:46 Market and Demographics
7:25 Comprehensive Estate Planning
8:52 Legal Requirements for Wills
9:58 Common Mistakes in Estate Planning
10:41 Succession Planning for Businesses
11:31 Setting Up Trusts
12:57 Managing Multiple Properties
13:46 Inexpensive Resources
14:46 Peace of Mind and Transition
15:51 Digital Legacy
17:42 Access to Bank Accounts
19:10 Probate Process
19:33 Leaving Your House to Heirs
20:19 Keeping Wealth for Heirs
21:17 Conscious Business Growth
22:43 Legacy Message
23:02 Conclusion
About The Host
Lily Patrascu is an ultra-creative book publisher and personal brand strategist for thought leaders, CEOs, luxury influencers. As an influencer, bestselling author, copywriter, global speaker, she supports busy entrepreneurs to find their message and share it with millions of people.
Feel free to connect with me or find out more about my book publishing/influential entrepreneur events/speaking/ projects here: [ Ссылка ] & www.lily.global I am launching a few collaborative books: on property wealth strategies, confidence, millionaire secrets, health tools, AI, and seeking influencers with large communities to promote their expertise with the books. I can help you write/ghostwrite and publish your books in 90 days. Message me (Lily) on +447557351222 to collaborate.
If you want to be featured on this podcast, and you're a successful entrepreneur able to share about how you grew your company, book your spot here: www.lily.global/podcast
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