Getting the IRS and the SEC to the negotiating table is no small feat. There are ways of protecting your assets that are so powerful that even these two government agencies can not get to your assets. In this episode we talked with attorney Brian Bradl...

Trust Admin 101: A Crash Course with Meier Law. On this episode we sit and talk with Josh Meier of Meier Firm about what you should do first if you are chosen as a family Estate Trustee.

Special Needs Planning... More than just the money. Special needs planning is about so much more than making sure your loved one has money. On this episode we sat down and discussed the passion that Josh and Laura Meier have for families of children w...

Josh and Laura Meier... 4 kids and a successful law practice... How we did it. On this episode of the Wealth Preservation Podcast we learn some of the secrets of building a successful law practice while having a full  and balanced family life.

Slow is smooth, smooth is fast. Rushing to put a plan in place to protect your hard work will always fail. If you don’t believe us just read the case law. On this episode we are talking with attorney Brain Bradley about the importance of creating a gr...

Litigation is Expensive, Protection Is Cheap. Too often people are penny wise and dollar stupid. When it comes to protecting your family, business, real estate, home, and all your other hard work it pays to get the most value possible.

Nursing Homes and Aging Parents - This is Expensive The average American will spend more on health care in their last 10 years of life than they have spent total up to that point. By 2030 there will be nearly 75 million people over the age of 65 livin...

Stretch That IRA… Stretch it real GoodThe IRA is a very misunderstood, but powerful, retirement planning tool. Most people and their advisors do not understand the options they have when choosing how to pass on an IRA to the next generation.

Attorneys Can Be Awesome… and finding a good one can be hard. This week we are joined by super lawyer Jim Cunningham of Cunningham Legal and author of the book Savvy Estate Planning. We speak about Jim’s unique growth strategy and how his firm has gro...

How to Reduce Taxes and Increase My Protection - What Every Business Owner Should Know Reducing taxes and protecting the business is every business owners top priority. Bob Spadafore and Jay Stobaugh of Apex Excess and Surplus lines join the TRUST-CFO...