We're honored to host Mr. Marc Dearth, a seasoned legal expert with a life-long dedication to helping people through complex planning and tax savings. A founding partner at Dearth Law, Marc brings to the table a wealth of knowledge on a topic many of us find elusive yet crucial: Trusts. We delve deep into the nitty-gritty of what trusts are, why they are essential for wealth management, and the mechanics of setting them up.

If you've spent a lifetime building your empire, it's paramount to have safeguards. Life can be unpredictable – lawsuits, unforeseen events, and the eventual passing on of your legacy. Without proper legal protections, everything you've worked for could be at risk.

Join us in this eye-opening discussion with Marc Dearth. Whether you're a seasoned investor or just starting to build your wealth, understanding trusts is a crucial step in protecting your hard-earned assets and ensuring they serve your loved ones for generations to come.

Resources:

• Learn more at The Color of Money
• Learn more at dearthlaw.com
• Connect with Marc Dearth on LinkedIn
• Become a real estate agent HERE

Connect with Our Hosts

Emerick Peace:

• Instagram: @theemerickpeace
• Facebook: facebook.com/emerickpeace

Daniel Dixon:

• Instagram: @dixonsoldit
• Facebook: facebook.com/realdanieldixon
• LinkedIn: linkedin.com/in/dixonsoldit
• YouTube: @dixongroupcompanies

Julia Lashay:

• Instagram: @iamjulialashay
• Facebook: facebook.com/growwithjulia
• LinkedIn: linkedin.com/in/julialashay/
• YouTube: @JuliaLashay

Bo Menkiti:

• Connect with Bo on LinkedIn: linkedin.com/in/bomenkiti
• Learn more about the Menkiti Group at menkitigroup.com

Produced by NOVA Media

This podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.