The Confident Retirement

Ep 012: Values Based Estate Planning & Leaving a Legacy


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Matt Erskine


– The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 012 Matt Erskine

Matt Erskine is a fourth-generation estate attorney and managing partner of Erskine & Erskine LLC. He provides creative estate and strategic tax planning for business owners, collectors, and their families. He is also a contributor to Forbes Magazine and other financial publications.

 

Matt’s true passion is customized planning for art collections as well as legacy real estate and family businesses. His love for history and the law drives him to achieve the objectives of security, satisfaction, and growth. 

 

Matt has been counseling families since 1876, their firm has provided him great perspective in this area of law. Utilizing tools like personal trusts, dynasty trusts, private foundations, and family offices is their specialty. 

 

Based in the Worcester, Massachusetts area, Matt is an active member of the American Antiquarian Society, Worcester Economics Club, and the John J. Kittredge Numismatic Foundation. A Lawrence Academy alumnus, where he received his B.A. in Medieval History from Carleton College and J.D. from Suffolk University Law School.


Listen to this dynamic The Confident Retirement Podcast episode with Matt Erskine. He had a lot of life experiences and stories that we can get a lot from. His unique perspectives teach a lot more of the importance in planning your estate, especially for those who has unique assets and is keeping the legacy and story of the family. 


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

-Matt shares the story of how he took over the firm that is now on the fourth-generation, and how he was able to use his love for history in his area of practice.

-He gives us a peek on what estate planning is for unique assets and how he helps in planning in the succession of these assets.

-Listen to your clients, resolve conflicts in a win-win situation and learn more about computers. Matt is giving this valuable advice to his younger self and for you.

-Get to learn more about what Numismatics and Private Fiduciary means and does.

-Breaking the misconception that trust and estate attorneys is an afterthought, and that people don’t need to plan their estate NOW.

-What are the advantages of integrating multiple professionals in planning your estates?

-Know more about Matt and what he loves doing within the business, and outside of it. Plus, who is going to take over the next generation of the practice?


Connect with Matt Erskine:

Website: https://www.erskineco.com/

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

Instagram: https://www.instagram.com/uniqueestateplans/

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

Twitter: https://twitter.com/erskinecompany

 

Connect with Kris and Mark

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

#MarkPicchi

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The Confident RetirementBy Kris Flammang and Mark Picchi

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