Legacy Planning, Once Removed Podcast Por McGuireWoods arte de portada

Legacy Planning, Once Removed

Legacy Planning, Once Removed

De: McGuireWoods
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 McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.Copyright 2025 McGuireWoods Economía Finanzas Personales
Episodios
  • Productive Life, Productive Day: Lessons from the Golf Course, Part 2

    Productive Life, Productive Day: Lessons from the Golf Course, Part 2
    May 5 2025

    As discussed in the last episode, a common feature of daily life seems to be that everyone in the family is busy, and everyone struggles with being productive. Part 2 of this series explores more lessons from sports — particularly golf — for identifying the most important things to work on and staying productive throughout the day.

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    12 m
  • Productive Life, Productive Day: Lessons from the Golf Course, Part 1

    Productive Life, Productive Day: Lessons from the Golf Course, Part 1
    Apr 17 2025

    One common feature of daily life in every generation is that everyone is busy and struggles with being productive. This episode explores lessons from sports — in particular, golf — as a metaphor for helping us start our day in a way that makes it productive and meaningful.
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    12 m
  • Options to Structure Gifts: The Asset Protection Trust, Asset Management Trust & Asset Preservation

    Options to Structure Gifts: The Asset Protection Trust, Asset Management Trust & Asset Preservation
    Apr 3 2025

    There are numerous ways to give or leave assets to beneficiaries, and each structure should be carefully tailored to be consistent with the client’s goals. Three common goals for estate planning are to protect, manage and preserve assets. This episode explores ways to structure asset protection, asset management and asset preservation trusts to balance access, control and flexibility.
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    9 m
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