If you want to ensure your assets are protected seamlessly, especially when it involves family, you should get an attorney involved. 

In this episode, we are joined by Nick Montague, Attorney and Chartered Advisor in Philanthropy CAP®, to talk about wills, living wills, powers of attorney and discuss why they’re essential for you and your family.

Nick discusses:

• His life story and taking a leap of faith at a very young age
  
• The reason why he pursued a degree in law
  
• The four different areas involved in asset protection and estate planning
  
• The unique approach to client interactions at Smith Pauley
  
• What to look for in an attorney that will handle your family affairs and assets
  
• And more
  

Connect With Nick Montague:

• LinkedIn: Nick Montague 
  
• Smith Pauley 
  

Connect With Jon Schuetz and Brent Connelly:

• Soar Wealth Strategies: Website
  
• Call: 531-867-3400
  
• LinkedIn: Jon Schuetz
  
• LinkedIn: Brent Connelly
  
• Facebook: Soar Wealth Strategies 
  
• LinkedIn: Soar Wealth Strategies 
  

About Nick Montague:

Nick Montague is a partner at Smith Pauley. He develops personalized estate planning solutions for individuals and families throughout Iowa, Nebraska, and Missouri. He guides clients through a holistic approach to planning; identifying specific strategies and implementing plans to meet the needs of the client. He develops multigenerational relationships to ensure the legacy of the client and ensure continuity of planning.

His practice ranges from traditional estate planning (e.g. powers of attorney, wills and trusts) to asset protection and wealth transfer strategies. He has dedicated himself to continued learning and has attained the designation of Chartered Advisor in Philanthropy CAP® where he developed the skills necessary to help guide clients through strategic and intentional gifting.