Legacy Leaders

C.L. Huddleston: Navigating Health and Wealth: The Legacy Leaders Approach to Estate Planning


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C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and "Health & Wealth" planning, including trusts, business succession, and tax strategies.

He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors.

Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award.

 

Listen to this informative Legacy Leaders episode with C.L. Huddleston discusses personal legacy planning, income tax minimization, and special needs considerations.

 

Here is what to expect on this week’s show:

●      C.L. emphasizes the importance of doing estate planning right the first time. Cutting corners may lead to family conflicts and financial challenges down the road.

●      C.L. highlights the value of storytelling in the process of estate planning, allowing clients to share their experiences and celebrate their successes.

●      C.L. notes that information overload can cause confusion. Through personal stories, client education, and visual aids, thorough initial meetings help simplify estate planning and empower informed decisions.

 

 

Connect with C.L.:


Website:  www.huddlaw.com

 

With your Guest Host Vance Bennett:

As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves.


Connect with Vance:


·        www.VBQ1.com

·        www.Know-Parallel.com

·        www.OFlowTax.com

·        https://www.facebook.com/VanceBennettFinancialServices/

 


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