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Bennett Braverman: Crafting Customized Estate Plans for Secure Legacies
- 2024/10/23
- 再生時間： 24 分
- ポッドキャスト
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サマリー
あらすじ・解説
Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality time with loved ones, Bennett values his close relationships with family and friends. He shares his home with his wife, Diedre, their Corgi, Toby, and their Persian cat, Cody. Listen to this informative Legacy Leaders episode with Bennett Braverman Here is what to expect on this week’s show: ● Bennett highlights the importance of maintaining ongoing relationships with clients to ensure their estate plans stay current and relevant. ● Bennett advocates for the use of trusts over wills for privacy and incapacity planning, especially when dealing with assets like real estate in multiple states. Trusts provide more control and flexibility compared to wills, offering a comprehensive approach to estate planning that can better protect your assets and wishes. ● Bennett stresses that everyone over the age of 18 should have foundational estate planning documents in place. By creating these essential plans early on and updating them as needed, individuals can ensure their assets are protected, their wishes are honored, and their loved ones are provided for in the future. Connect with Bennett: Website: https://www.braverman-law.com With your Guest Host: Carol Eddy Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory. At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now. Connect with Carol: https://www.linkedin.com/in/⭐-carol-eddy-cfp®⭐-35678512/ Learn more about your ad choices. Visit megaphone.fm/adchoices