Daniel Goeckel is an estate planning and tax attorney serving clients in Athens, Georgia and the surrounding northeast Georgia area. In addition to estate planning and tax law, he also assists clients with probate and trust administration, Employee Retention Credit claims, and business formations and agreements. He earned his J.D. from the University of Georgia School of Law and his LL.M. in Taxation from the University of Florida Levin College of Law. He is a member of the State Bar of Georgia and a Registered Neutral with the Georgia Office of Dispute Resolution.

Listen to this informative Legacy Leaders episode with Daniel Goeckel about Career Path and Mentorship, Ideal Clients and Common Issues, Misconceptions and Procrastination, Challenges of Getting Clients to Follow Through, and Complexity of Estate Planning.

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

●    Uncover the pivotal role of estate and tax planning

●    Discover the strategic advantage of proper estate planning

●    Recognize the significance of client follow-through with their estate planning

●    Debunk the common myths and misconceptions in estate and tax planning

●    Look into the impact of educating clients and raising awareness about the importance of commitment and managing expectations.

Connect with Daniel Goeckel:

Website: https://www.cdavidrowepc.com/

LinkedIn: https://www.linkedin.com/in/danielgoeckel/

Facebook: https://www.facebook.com/dgoeckel

 With your Guest Host: Jeff Gill

Jeffrey Gill is a retirement income specialist with a strong passion for helping people reduce taxes and manage market risks through creative planning. He founded Peak Mutual, specializing in retirement income planning and distribution solutions for clients. As a licensed professional in 46 states, he offers virtual services, saving you time and providing flexible appointment options. The ultimate goal at Peak Mutual is to empower clients with the knowledge and tools necessary to achieve their financial goals and live their best lives. With their expertise and personalized approach, they can help you navigate the complex world of retirement income planning and distribution to achieve your financial dreams.

Connect with Jeff Gill:

Website: https://peakmutual.com/

LinkedIn: https://www.linkedin.com/in/jeffrey-gill-peakfinancialnetwork/

Email: [email protected]

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