Trusted with Blake Johnson, Episode 16

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with Nate Nelson, founding member of the law firm Nelson Jones in Salt Lake City, Utah, to discuss his work in personal injury law and how he shifted from insurance defense to representing injured clients.

Tune in to the episode to hear about:

- The importance of hiring a personal injury attorney, highlighting common misconceptions such as the nature of contingency fees and the real value an attorney can bring to a case

- Red flags to watch out for when choosing an attorney, suggesting that clients ensure their legal representatives genuinely prioritize their medical and personal needs over unnecessary expenses

- Advice about advancing confidently in one's endeavors and reflecting on progress over time, reinforcing the importance of consistency and measuring growth by looking at past achievements.

Learn more about Nate Nelson:

 * Visit Nelson Jones’ website: https://www.nelsonjoneslegal.com

 * Connect with Nate on LinkedIn: https://www.linkedin.com/in/nate-nelson-080095b7

***********************************

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 15

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with Oriya Hirschhorn, a seasoned Executive Assistant with over 20 years of experience, currently serving as the personal executive assistant to Chad Willardson, President and Founder of PACIFIC CAPITAL, a wealth management firm in Southern California, and ELEVATED, a coaching program for growth-focused entrepreneurs. In this role, Oriya provides acute entrepreneurial support, juggles many projects at once and manages back-end operations to ensure the smooth and optimal functioning of these businesses and Chad’s personal endeavors.

In addition to her executive support role, Oriya is also an entrepreneur, with her eclectic background affording her the unique ability to anticipate needs, strategize solutions, and facilitate high-level decision-making. 

Tune in to the episode to hear about:

• Oriya’s journey from starting as a young executive assistant to becoming a business owner and working closely with top entrepreneurs, emphasizing the value and strategic importance of effective executive assistants
• Key myths and misconceptions about hiring an executive assistant, including the underestimated impact they can have and common mistakes entrepreneurs make in working with their EAs
• The essential steps and preparations entrepreneurs should undertake before hiring an assistant, such as understanding personal communication preferences and conducting personality assessments
• Advice for aspiring EAs to stay true to themselves and the importance of developing a trusting and compatible working relationship with their employers

Learn more about Oriya Hirschhorn:

 * Visit Platinum Elevated’s website: https://platinumelevated.com

 * Connect with Oriya on LinkedIn: https://www.linkedin.com/in/oriya-hirschhorn

 * Follow Platinum Elevated on LinkedIn: https://www.linkedin.com/company/platinum-elevated

***********************************

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, your host, estate planning attorney, Blake Johnson, speaks with McCall Harris of Trusted Estate Planning Attorneys, a seasoned attorney with six years of experience in private equity securities law, specializing in Form ADV and Form D/Blue Sky filings. A graduate of BYU Law, McCall combines her legal experience with a passion for helping clients navigate complex regulatory landscapes.

Tune in to the episode to hear about:

 * Insights into McCall’s background, including her time at BYU, a service mission in Germany, and working in a back-office firm focused on private investments

• Critical concepts of private equity, such as accredited investor status
• Common red flags to watch for when evaluating deals
• The importance of transparent communication, proper documentation, and market research for those interested in private equity investments
• Professional advice Blake and McCall have received, underlining a commitment to exceeding client expectations

Learn more about McCall Harris:

 * Connect with McCall on LinkedIn: https://www.linkedin.com/in/k-mccall-harris-a55ba4258

 * Read McCall’s bio on Trusted Estate Planning Attorneys’ website: https://trustedepa.com/about/meet-our-attorneys/mccall-harris

***********************************

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 13

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

* The necessity of proper estate planning to mitigate potential conflicts even for a family that gets along

* Real-life stories highlighting the consequences of poor estate planning, such as property disputes among heirs

 * Risks associated with naming the wrong trustee and practical advice on selecting trustworthy trustees

 * The importance of clear communication with family members, and the regular updating of estate documents to align with changing laws and personal circumstances

**********************************

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 12

In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with James Schramm, Certified Exit Planning Advisor with Raymond James.

Tune in to the episode to hear about:

* James’ career journey and the importance of preparing for business exits early

* Distinctions between wealth managers and financial advisors, highlighting the comprehensive approach wealth managers take in serving high-net-worth individuals and their families

* Key myths in wealth management and business exits are addressed, such as the misconceptions surrounding the need for secrecy in investments and the challenges of selling a business

* The importance of understanding personal and business financials, including expenses, profits, and the significance of having a clean profit and loss statement

* Insights on industry trends, including the rising prominence of private equity and the value of businesses with recurring revenue

 * Practical advice for individuals and business owners seeking to optimize wealth management and business sale outcomes

Learn more about James Schramm:

 * Visit James’ business website: https://www.raymondjames.com/schrammfinancial

 * Connect with James on LinkedIn: https://www.linkedin.com/in/schrammfinancialgroup

 * Visit James’ YouTube channel: http://www.youtube.com/@TheSellOuts-SchrammFinancial

***********************************

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

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

***********************************

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

***********************************

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

***********************************

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

 ***********************************

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

***********************************

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