Ambitious Legacy

Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!

Thanks for tuning in and don't forget to rate and subscribe!

Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!

Before we dive in, my new book “You’re Richer Than You Think!”, a step-by-step guide to building a lasting financial legacy for you and your family, is out now! In it, I go over all of the necessary aspects of planning a legacy from conception to execution. If you would like to purchase your copy, click here!

In today’s episode, we’ll be continuing our conversation from the last episode on trusts. We will specifically be talking about the importance of funding your trust and what exactly that process looks like. Now, let’s get into it!

Thanks for tuning in and don't forget to rate and subscribe!

IG: @sabinethepurposelawyer

Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!

In today’s episode, we will be discussing trusts. We’ll talk about what exactly trusts are and why they are so important in legacy planning. When people think of trusts, they usually think of fabulously wealthy parents who endow their kids with massive amounts of wealth. But in reality, depending on your situation, you may also be able to benefit from the power of having a trust.

How? Well, that’s what we’re going to get into today. Sit back. Relax. And let’s talk about how you can use trusts to guarantee the financial well-being of your loved ones and ensure your legacy lasts for generations to come.

Thanks for tuning in and don't forget to rate and subscribe!

IG: @sabinethepurposelawyer

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!  

This week's episode will be short and sweet but I wanted to share something really cool with you guys. So, you know how I'm always talking about the importance of legacy and planning for the future? Well I just found out about this feature that Apple released with IOS 15.2 called Legacy Contact, which gives you the capability to set up contact(s) that would allow them access to information on your Apple device should something happen to you. So now whoever you'd like to be able to access your pictures or important documents can easily do so.  

I remember reading a story about a billionaire who died with 500 MILLION in Crypto, but no one could access his data. Can you imagine? The digital revolution is here, whether you like it or not, and now Apple may have helped revolutionize how we share pass down our legacy. Now that's ambitious! I see you Apple!  

This is NOT a paid promotion, but feel free to let Apple know ya girl would be happy to provide them with some insight!!

Thanks for tuning in and don't forget to rate and subscribe!  

IG: @sabinethepurposelawyer

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!  

So I pride myself on being a good attorney, and it really gets me heated when I hear stories of lawyers taking advantage of their clients by stealing, lying, and/or just straight up misrepresenting them. This week, I'm going to share with you two stories of clients who were taken advantage of by their attorneys and three tips on how to weed out the good from the bad, so you can prevent similar situations from happening to you or someone you know!  

Speaking of good attorneys, for my guest this week, I had the pleasure of interviewing Rosezetta Upshaw Esq.! Having met Rosezetta through EYL Legal Club (shoutout to EYL!), I knew she was a force to be reckoned with and had to have her on my podcast!  

Rosezetta is an award winning attorney, President of the Black Woman Lawyers Association of Los Angeles Inc., and a musician. Originally from the bay area, she represents clients from all over the globe and has been practicing law for over 10 years. She now has her own practice where she focuses on Business Law, IP law, Wealth Planning and Trusts. Rosezetta has always wanted to be an attorney, and has used her passion for the law to create initiatives and to be a part of communities like the Black Woman Lawyers Association of Los Angeles Inc., which is a huge community of attorneys that learn and grow together.  

In addition, Rosezetta has been a pioneer in the legal community creating an initiative to help both attorneys and those in need of legal services, with her virtual legal clinic "Legends At Law". Rosezetta started Legends At Law during the height of the pandemic because legal clinics were shut down and people were unable to take advantage of free legal services that they normally would have access to. The virtual clinic also provides an opportunity for attorneys to collaborate, share resources, network, and essentially- to create a community of legendary attorneys. Now that's an ambitious legacy!  

I hope you enjoy this episode as much as I loved creating it! Don't forget to rate and subscribe! 

Want to connect with Rosezetta?  www.legendsatlaw.com IG: @rosezettaupshaw, @legendsatlaw  

Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com 

Host Email: [email protected]  Host Law Firm: www.theambitiouslegacyfirm.com

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!  

I'm so excited to share with you guys that I will be hosting my first event, The Ambitious Legacy Event, on April 23rd at The Mezzanine in NYC! Tickets are on sale now!  

The event will be focused on building a holistic legacy as it relates to relationships, spiritual health, finance, and mindset. The event will include panel discussions, networking, a fundraiser, food and cocktails, and so much more! You don't want to miss this opportunity to learn more about how you can build your ambitious legacy! 

You can purchase your ticket here now!  

Speaking of building legacies and legacy planning, I recently had a call with a potential client, and it got me thinking about people who have, or who are looking to have a legacy plan in place that includes a trust. Although a trust can be a great tool to incorporate in your planning, and can help keep your family out of court (probate), they can only be effective if set up correctly.   

So tonight I'm going to be talking about what a trust is and how it can be an effective vehicle in legacy planning, what a trustee, successor, beneficiary, and pour-over will is, and why it's not only important to have a plan in place, but to ensure it's done correctly- no DIY!!! Remember, you won't know if something goes wrong until it's too late! 

Thanks for tuning in and don't forget to rate and subscribe!  

I'll see you on April 23rd! Purchase your ticket here!   

IG: @sabinethepurposelawyer 

Website: www.sabinethepurposelawyer.com 

Email: [email protected]  

Law Firm: www.theambitiouslegacyfirm.com

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!  

Let's talk about relationships! And no it's not anything that you may have seen on social media or read on a blog lol, but it is definitely worth tuning into! Tonight I want to share 7 tips you should consider when exiting or entering a relationship to protect your assets! I'm covering everything from making sure you take into consideration what assets you have while you're single, having protections in place before marriage (i.e. prenup), legacy planning tools you can put in place to protect both you and your spouse, and so much more!  

Just remember, things may not always go the way you plan, so it's important to make sure you have a plan in place so you can focus on building YOUR ambitious legacy, regardless of your relationship status!

Don't forget to rate and subscribe!  

Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com 

Host Email: [email protected]  Host Law Firm: www.theambitiouslegacyfirm.com

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!

Legacy planning is only for individuals or families right? Well actually, if you're a business owner, you should also have a plan in place for your company, and tonight I'm going to share with you 3 reasons why!  

Speaking of planning for the future and protecting your assets, my guest this week, Vidal Peoples, is a financial advisor who helps people protect and build their wealth (Peoples helping Peoples), by advising them on the best financial strategies to do so.  

Vidal's journey to becoming a financial advisor was not a quick or easy one. Having first started off with a modeling career, he then ventured into the hotel business to supplement his income, before moving on to financial advising. Vidal has since successfully assisted individuals and business owners with creating a plan for their financial future.   

Tonight, Vidal is not only sharing how he's built his ambitious legacy, but how he is helping others to do the same. all while sharing invaluable information on three core philosophies for wealth accumulation and protection, what to look for in a financial advisor and why you need one, how you can look up a financial advisor's report card, and so much more. This is one episode you don't want to miss!

Don't forget to rate and subscribe!  

Vidal Peoples is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0K86573. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Strategies for Wealth and opinions stated are their own.  Neither Guardian nor its subsidiaries issue property & casualty insurance. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2022-134547 Exp. 3/24.  

Want to connect with Vidal? 

LinkedIn: Vidal Peoples https://www.strategiesforwealth.com/team/vidal-peoples

Host IG: @sabinethepurposelawyer Host Email: [email protected]  

Host Website: www.sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!  

If my experience with helping people plan their legacy has taught me anything, it's that although you learn from your experiences, there are some hard lessons you can avoid having to go through, if you have a plan in place and are having those conversations with your family.   

Speaking of learning from your experiences, my guest tonight, Jude Bernard, who is an investor, developer, contractor, real estate broker, entrepreneur, and community organizer has had to learn a lot of lessons on the way to success.   

After realizing that a 9-5 was no longer serving him, he decided to save up his money and eventually buy his first property in Jamaica, Queens. Before he knew it, he had invested in several properties, gotten his broker's license, and had become a contractor,  inspiring others to do the same. He now is not only a successful entrepreneur, but the owner of a nonprofit called "The Brooklyn Bank" which gives back to the community by providing food, clothes, and information, and has even started a scholarship program.  

Jude's journey to success and in building his ambitious legacy has taught him that you need to stick to one focus in order to be successful at it, time is invaluable, and that each one of us have different motivations for the things in life we go after, but it's important to remember that to achieve your goals, you'll not only need to put in the time, but make sure that you don't skip the process, because the lessons you're learning now, are the blueprint to your success for the future! 

Don't forget to rate and subscribe!  Want to connect with Jude?  IG: @mr.judebernard @thebrooklynbank  

Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com Host Email: [email protected]  

Host Law Firm: www.theambitiouslegacyfirm.com

Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!  

So lately, I've been thinking a lot about my entrepreneurial journey. I've been in business for almost a decade and have pivoted a few times along the way. Every time I made a change and it didn't turn out how I expected, I felt like a failure because I didn't have the hindsight to see how it would all come together, but now that I have a better understanding of what my focus is, it all makes sense.   

Speaking of pivoting and failing, my next guest has tried many different ventures within a short period of time and although they didn't all work out, he eventually found success in the credit world and now has his own credit repair business and a huge YouTube following.   

My guest this week is Marvin Francois, a credit guru and YouTube sensational. He started off doing stand up comedy and did fairly well for himself before the pandemic changed the game for all of us. Between the world shutting down and his dad catching a bad case of COVID-19, it forced him to slow down and look at things differently. Like many of us when the pandemic hit, he ventured into different avenues to generate income including wholesaling and selling shirts on Shopify but none of them stuck. He finally decided to start focusing on the credit field as he was building his own credit and discovered what he was truly meant to do.  

Marvin now helps people build and repair credit, while also breaking down information in a way that is digestible, relatable, and comedic! From must know credit tips, to how credit changed his life, to how faith and perspective can impact your legacy, you don't want to miss this episode!  

Don't forget to rate and subscribe!  

Want to connect with Marvin?  IG: @marvinfrancois__  YouTube: Marvin Francois  

Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com Host Email: [email protected]  

Host Law Firm: www.theambitiouslegacyfirm.com