Jacob is a managing attorney and Partner for InterVivos PLLC and the LSPN attorney network. He oversees and directs the firm’s operations and attorneys in the southwestern United States, but works with advisers and clients throughout the United States. His practice is focused primarily on planning for business owners and high-net-worth individuals in areas such as income and estate tax planning, business structure and succession planning, asset protection, and charitable planning. He is also part of an elite team of subject matter experts that focuses on the dental industry. Before joining InterVivos, he was the chief tax and asset protection consultant for a large asset-protection company. Jacob has helped thousands of medical professionals and other small business owners across the country reduce their tax burden, protect their assets, and plan for future generations.

Listen to this informative Legacy Leaders episode with Jacob Stewart about Importance of Comprehensive Estate Planning, Three Essential Parts of Estate Planning, Negative Consequences of Inadequate Planning, The Value of Memories and Relationships in Estate Planning and Strategies for Having Estate Planning Conversations.

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

●    Discover the importance of comprehensive estate planning for protecting your valuable assets and ensuring your wishes are honored

●    Learn about the three crucial parts of estate planning: the life plan, the transfer plan, and the family aspects, to effectively navigate the complexities of managing your estate

●    Understand the negative consequences of inadequate estate planning and how it can lead to unintended distribution of assets and potential legal disputes

●    Explore strategies to minimize estate taxes for high-net-worth individuals, helping you preserve your wealth for future generations

●    Find out how to align your estate planning with your personal values, creating a positive legacy that reflects who you are and what you stand for

Connect with Jacob Stewart:

Website: https://www.intervivosplan.com/

Email: [email protected] 

Phone: 855-335-1060

 With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: [email protected]

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