Trusted with Blake Johnson

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson talks about:

* 2025 Tax Changes — impending expiration of the Tax Cuts and Jobs Act and its potential implications

* Tax Act Overview — background on the 2016 Tax Cuts and Jobs Act, including its impact on corporate tax rates and estate taxes, and the 10-year sunset provision

* Estate Tax Planning Advice — advice for individuals with taxable estates, emphasizing the importance of planning ahead to navigate the changes effectively

* Income Tax Considerations — strategies for business owners to maximize benefits from the Qualified Business Income deduction before it potentially expires

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 10

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with Sheldon Worthington, a mortgage lender with expertise in real estate financing. With over 22 years of experience, Sheldon has a deep understanding of the mortgage industry and a commitment to educating clients on building wealth through real estate.

Tune in to the episode to hear about:

• * Sheldon’s journey into real estate and his experience in mortgage lending

• * Sheldon’s personal motivations behind his career in lending, including a pivotal moment during a financial crisis that inspired him to help others obtain financing

• * Common myths in mortgage lending 

•  * The importance of education, personalized strategies, and understanding different loan options

• * Blake and Sheldon’s take on the current real estate market

•  * Advice for prospective home buyers on how to prepare financially

Learn more about Sheldon Worthington:

 * Connect with Sheldon on LinkedIn: https://www.linkedin.com/in/sheldon-worthington-mred-2824796b

 * View Sheldon’s profile on Zillow: https://www.zillow.com/lender-profile/sheldoncworthington

 * Follow Sheldon on Instagram: https://www.instagram.com/sheldonworthington

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 9

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with Cindy Woolley, Philanthropy Officer for Intermountain Foundation, the largest nonprofit health system in the Mountain West.

Tune in to the episode to hear about:

•   Cindy’s journey and qualifications, stemming from her experiences with medical challenges in her own family, which led her to a career in healthcare philanthropy

•   Various ways of charitable giving, including annual, major, planned, and blended gifts, and the impact these donations have on enhancing hospital services beyond the essential needs
•   Myths about philanthropy, ensuring Intermountain Foundation donors that 100% of their donations go directly to the specified programs
•   The importance of understanding donor intent
•  The benefits and feeling of fulfillment that come from charitable giving — find causes you are passionate about and contribute in any capacity

Learn more about Cindy Woolley:

 * Connect with Cindy on LinkedIn: https://www.linkedin.com/in/cindywoolley

 * Follow Intermountain Foundation on LinkedIn: ​​https://www.linkedin.com/company/intermountain-health

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 8

In this episode of the Trusted Podcast, estate planning attorney Blake Johnson speaks with Dave Young, Mayor of Orem, Utah, and founder of Paragon Wealth Management. With a background in business and wealth management, Dave shares insights from his journey in entrepreneurship and public service.

Tune in to the episode to hear about:

* Diverse Background: Dave Young discusses his journey from magic performer to successful entrepreneur.

* Motivation for Running: Young explains he ran for mayor to better represent local citizens.

* Significant Changes Implemented: Young highlights stopping a 10,000-apartment development to reflect community desires.

* Challenges in Office: Young mentions facing pushback, especially around school district changes.

* Response to Misinformation: Young stresses the importance of addressing misinformation during public debates.

Learn more about Dave Young:

* Connect with Dave Young on Linkedin: https://www.linkedin.com/in/daveyoungparagon/

* Visit Paragon Wealth Management’s website: http://paragonwealth.com

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 7

In this episode of the Trusted Podcast, your host, estate planning attorney Blake Johnson, speaks with Colleen Bowler, CFP®, co-founder of C&J Innovations. With over 25 years in the financial industry, Colleen helps advisors expand client conversations beyond finances to include wellness and purpose. She is a Certified Financial Planner, a business owner and Blake’s coach through Strategic Coach, an organization that works solely with entrepreneurs to expand impact in all areas of life, personally and professionally.    

Tune in to the episode to hear about:

* Coaching as a Catalyst for Growth: Colleen Bowler emphasizes that coaching is essential for personal and professional development, stemming from her own journey in entrepreneurship.

* The Ripple Effect of Coaching: Colleen discusses how coaching creates a "waterfall of impact," enabling individuals to positively influence their teams and communities.

* Value of Group Coaching: Colleen advocates for group coaching, highlighting the benefits of diverse perspectives and collaborative problem-solving among entrepreneurs.

* Common Misconceptions About Coaching: Colleen addresses myths about coaching, stressing that seeking help is beneficial for everyone, regardless of their stage in life.

* Choosing the Right Coach: Colleen advises clients to consider their needs and goals in order to find a coach whose style aligns with their learning preferences.

Learn more about Colleen Bowler:

 * Connect with Colleen on LinkedIn: https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796

 * Follow C&J Innovations, LLC on LinkedIn: https://www.linkedin.com/company/candjinnovations

 * Visit C&J Innovations website: https://candjinnovations.com

 * Visit The Strategic Coach website: https://www.strategiccoach.com

 * To book a Discovery Call with Julie Cosgrave to chat about Strategic Coach click below : https://calendly.com/strategiccoach-julie-cosgrave/julie-cosgrave-calling-to-talk-about-strategic-coach?month=2024-10

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 6

In this episode of the Trusted Podcast, your host, estate planning attorney Blake Johnson, speaks with Gio Aretos, a successful real estate investor and entrepreneur. Gio shares insights from his journey, highlighting the significance of professionalism and teamwork in the real estate industry.

Tune in to the episode to hear about:

* Transition from Stocks to Real Estate: Gio Aretos talks about his shift from stock trading to real estate investing, where he applied his analytical skills to succeed in both residential and commercial properties.

* Restaurateur Experience: Gio mentions how his background as a restaurateur taught him valuable lessons in customer service, finances, and location.

* Golf and Real Estate Networking: Gio emphasizes the importance of golf as a networking tool in real estate, helping him build relationships and close deals.

* Real Estate Myths: Gio goes over the myth that you need a lot of money to start in real estate, stressing the importance of building a reliable team instead.

* Raising the Standards for Real Estate Agents: Gio Aretos talks about advocating for higher professionalism in the real estate industry, especially with new regulations on the horizon.

Learn more about Gio Aretos:

* Listen to Gio Aretos’s podcast, The Blowout Growth Network: https://podcasts.apple.com/us/podcast/the-blowout-growth-network/id1622035472 

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 5

In this episode of the Trusted Podcast, estate planning attorney, Blake Johnson, speaks with his former co-worker, Holly AlDabbagh, Associate Attorney at Trusted Estate Planning Attorneys. Holly was in the probate department and she specializes in estate planning, trust administration, and probate, assisting clients in creating personalized estate plans.

Tune in to the episode to hear about:

* Understanding Probate: An explanation that in Nevada, estates over $25,000 must go through probate unless placed in a trust, which can freeze assets for 60-90 days

* Common Probate Myths: Clarification that having a will does not avoid probate and emphasizes that even small estates, like owning a home, benefit from a trust

* Challenges and Horror Stories: Real-life probate cases delayed by issues like family disputes or Medicaid liens, sometimes extending the process by months or years

* Improvements in Probate Court: The heavy workload of Clark County’s probate commissioner and advocates for an additional commissioner to speed up the process

* Importance of Estate Planning: How setting up a trust can save heirs from the time, cost, and stress associated with probate, even for modest estates

Learn more about Holly AlDabbagh:

* Connect with Holly on LinkedIn: https://www.linkedin.com/in/holly-aldabbagh-berdan-bb474366

* Visit Trusted Estate Planning Attorneys website: https://trustedepa.com

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 4

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with John Nebeker, financial advisor with Eagle Strategies and author of the award-winning book, The Family Bank: the Key to Generational Wealth.

Tune in to the episode to hear about:

 * John’s Journey to Rethinking Estate Planning: How planning a family trip to Europe got John thinking about his family’s future and financial security and how the documents he was signing didn’t seem to answer all of his questions.

 * The Family Bank Concept: John created a research project for himself to get to a place to create his home family bank putting money away for his needs — emergency fund, retirement, etc —  with the hope and plan that it will be shared with his children in the form of low interest loans in the future.

 * The Pitfalls in Traditional Estate Plans: Dumping cash or investments that could easily be turned into cash onto family members with no education or rules can cause problems in family dynamics or be wasted. 

 * Learn from the Rockefellers: John uses the Rockefellers as an example of how to pass on not just money but work ethic and responsibility that allows wealth to be maintained over generations.

 * How to Set Up a Family Bank and Why: How you can start a family bank with just a little bit of money and some individuals who want to get ahead with that money.

 * Advice from a Financial Advisor: John shares some of the best financial advice he’s received over the years.

Learn more about John Nebeker:

 * Connect with John on LinkedIn: https://www.linkedin.com/in/john-h-nebeker-855ab85

 * Check out John’s book, Family Bank: the Key to Generational Wealth: https://www.amazon.com/Family-Bank-Key-Generational-Wealth/dp/B0C6X3SFTC

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

In this episode of the Trusted Podcast, estate planning attorney Blake Johnson speaks with Landon Mance, entrepreneur, small business investor, and co-founder of Backbone Planning Partners. Landon shares insights on his journey from financial advisor to wealth manager, with a focus on acquiring and managing small businesses.

Tune in to the episode to hear about:

* Landon Mance’s Career Journey: Landon Mance talks about his career path, from financial advisor and wealth management to entrepreneurship and co-owning Nevada Tree Service.

* Transition to Fund Management: Landon Mance mentions his shift to fund management, focusing on acquiring small businesses and highlighting the difference between wealth managers and fund managers.

* Private Equity vs. Stock Market: Landon Mance explains that private equity can offer higher returns than the stock market but comes with more risk, commitment, and less liquidity.

* Investment Strategy: Landon Mance discusses his fund’s all-equity approach to acquiring small businesses, targeting entrepreneurs and business owners.

* Advice for Small Business Investors: Landon Mance emphasizes the need to understand risks, involvement, and goals before investing, suggesting familiarity with the industry or SBA loans for business acquisitions.

Learn more about Landon Mance:

* Connect with Landon on LinkedIn: https://www.linkedin.com/in/landonmance

* Visit Landon Mance’s website: http://backboneplanning.com

* Listen to Landon’s podcast, Tycoons of Small Biz: https://podcasts.apple.com/us/podcast/tycoons-of-small-biz/id1668191504

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys

Trusted with Blake Johnson, Episode 02

In this episode of the Trusted Podcast, your host, estate planning attorney Blake Johnson, speaks with his colleague at Trusted Estate Planning Attorneys, Associate, Morgan Fashtchi. Morgan brings a wealth of experience from her background in major fraud cases, personal injury law, and as in-house counsel for a family business developer. This has given her a deep understanding of the interplay between family dynamics and business operations.

Tune in to the episode to hear about:

* The importance of formalizing business structures in family businesses and the common myths surrounding business formation

* Strategies for protecting personal liability and the significance of operating agreements in maintaining clear business operations

* Morgan's insights into the unique challenges of managing family business relationships, especially when transitioning business roles or ownership

* The potential future trends in family business law and estate planning, including how changing laws might impact business succession

* Practical tips for family businesses on how to prepare for and conduct meetings with legal professionals to ensure effective estate planning and business continuity

Learn more about Morgan Fashtchi:

 * Read Morgan’s bio on Trusted’s website: https://trustedepa.com/morgan-fashtchic

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About the Trusted Podcast:

In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.

Watch or listen to more episodes of Trusted:

 * Website: https://trustedepa.com/podcast/

 * YouTube: https://www.youtube.com/@trustedestateplanningattor349

 * Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757

 * Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL

Connect and learn more from your host, Blake Johnson:

 * Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas

 * Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa

 * Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa

 * Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys