In this episode, I have interviewed Aimee Griffin. She is the Life and Legacy Counselors of The Griffin Firm is a business and estate practice firm with offices in Washington DC, Prince George's County MD, Arlington VA and serves Massachusetts, New Jersey and Pennsylvania. We are committed to economic empowerment and strategic alliances to create, protect, and transfer wealth.

Highlights

• Aimee Griffin's firm and her commitment to economic empowerment
• The importance of structured planning around what could happen to your wealth before you build your empire
• The need for financial and healthcare planning documents even at the age of eighteen
• How a will directs the probate court process
• The challenges of leaving large sums of money to children without any instruction or restrictions
• Purpose and importance of trusts and the ramifications of creating them without legal expertise
• How trusts can be tailored to reflect the values and intentions of the person setting it up
• The need for a collaborative approach between financial advisors, estate planning attorneys, insurance professionals and accountants for successful estate planning
• Aimee’s community events and free webinars aimed at financial education
• Significance of applying the knowledge gained and being transformational for the future generations

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - curtmay@gmail.com
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Aimee Griffin
• aimee@lifeandlegacy.law
• https://www.lifeandlegacy.law/
• https://www.linkedin.com/in/aimeedgriffinesq
• Special Listener Gift
  Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

• Click here to subscribe with Apple Podcasts
• Click here to subscribe with Spotify
• Click here to subscribe with RSS