• Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning

  • 2024/11/06
  • 再生時間： 33 分
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Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning

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  • Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters. Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker. Listen to this informative Legacy Leaders episode with Bill Nolan. Here is what to expect on this week’s show: ● Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively. ● Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals. ● Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively. Connect with Bill: Website: https://elderlawalabama.com With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters. Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker. Listen to this informative Legacy Leaders episode with Bill Nolan. Here is what to expect on this week’s show: ● Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively. ● Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals. ● Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively. Connect with Bill: Website: https://elderlawalabama.com With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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