Estate Planning To Manage Your Assets & Affairs During Your Lifetime with Joe Dallo (Ep. 8)
What would happen to your assets if something happened to you tomorrow?
It might not be the most fun conversation to have, but it’s one of the most important.
In this episode, Mike Heckman is joined by Joe Dallo from Dallo Estate Planning to uncover the importance of creating legal documents for businesses and personal assets. Joe explains the difference between a will and a trust, the significance of updating estate plans after major life events, and the benefits of using a ladybird deed or putting a property into a trust.
Joe discusses:
- The role of estate planning in your long-term financial plan
- The difference between wills and trusts
- The process and value of continuously updating your will
- How to avoid family complications when incorporating real estate in your estate plan
- And more!
Resources:
Connect with Mike Heckman:
- LinkedIn: Mike Heckman MS, CFP®, CEPA®
- mike@sablepointwm.com
- Sable Point Wealth Management
- (231) 425-4308
Connect with Joe Dallo:
About our Guest:
Attorney Joe Dallo became a lawyer to help others. He truly enjoys serving his clients and helping them plan for the future. He knows that the services he provides can help others meet life goals and avoid unforeseen problems. But perhaps the best part of Joe’s job is helping clients protect their families, homes, assets, and dreams for the future.
Dreams for the future are what drove Joe to found Dallo Estate Planning. As Joe says, “It brings me a great sense of joy to know that I helped someone. I love being a mentor to others and guiding them through life changes like marriage, buying a home, and having a child.” Through Dallo Estate Planning, Joe can help you protect your family and your goals as well.
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