5 Biggest Legacy Planning Mistakes with John K. Ross, Esq.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you able to shape your legacy based on your values? - Ever call the phone company when your name isn’t on the account and the cell carrier won’t speak to you (on behalf of a family member)? All of us are going to face the train that is metaphorically coming for us at the end of our lives - when we fail to plan, our legacy may inadvertently be a bad one of contested legal processes compared to the picnics, holidays and better memories it deserves. While planning for your final days may not be a comfortable conversation, you’ll sleep like a baby afterwards if you don’t have to worry about this one thing. In today’s podcast, Angelina Carleton speaks with John K. Ross, Esq., an elder law attorney. Mr. Ross shares the five biggest mistakes he and his business partner have seen in the past three decades. Listen in to learn how the “financial power of attorney” document is more important than the will, the price of bad advice and why the failure to plan can be a few of the biggest mistakes in your legacy's planning. Prepare today so your legacy can be preserved and your future protected. Learn more about John at rossandshoalmire.com. - Mr. Ross attended Texas Tech Law School where he graduated with honors. The below list includes some of the ways he has assisted his clients in Texas and Arkansas (USA): *Designed estate planning and asset protection devices for high net-worth clients, including family limited partnerships, tax planned wills, and various trust agreements. *Successfully handled multi-million dollar contested probate matters while maintaining cordial relations among the family members. *Assisted countless families by helping them protect their life savings from nursing home costs. *Developed plans for disabled individuals, including special needs trusts, to maximize their quality of life and preserve needs resources. Mr. Ross has published articles on Elder Law and has been featured on radio, television and national publications like the Wall Street Journal, and Forbes Magazine. He has received many awards including Texarkana's Top Lawyer in Trusts & Assets from ALT Magazine in 2019, and Best Elder Law Firm from ALT Magazine in 2020. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #intellectualcapital #humancapital #emotionalcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.