Estate Planning to Protect Your Most Valuable Assets – Your Loved Ones

Learn the TOP 5 THINGS YOU MUST DO to protect your loved ones in your estate planning documents? Listen to this conversation between Arizona estate planning and business law attorney Richard C. Keyt and financial planner Armando Roman, the founder of AXIOM Founders Family Office, Inc.

Armando helps successful people preserve their American success story by preserving their wealth, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly lost through litigation and magnifying their charitable gifts.

In this conversation between the two former CPAs, you will learn:

  • Why Estate Planning?
  • What is a Will?
  • What is a Trust?
  • What are Powers of Attorney?
  • What is Probate?
  • Why should Assets be Titled in Trust name?
  • Why have an Entity for Your Business?
  • What if you have a Business Partner?
  • Why retain Key Employees?
  • Why Separate Business Entities can Protect Your Assets?
  • Why Keeping the Business Separate from the Family matters? Why Business Succession Matters?

2023-03-06T07:05:56-08:00March 6th, 2023|Estate Planning, FAQ, Video|

RIP: Estate planning for your digital assets

The Media Online: “What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of human civilization before that – and the pace is only accelerating.”

2018-02-12T14:21:12-08:00February 15th, 2018|Digital Legacy, Social Media, Trusts, Video, Wills|
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