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المحتوى المقدم من Marta Spirk and Marta Spirk - Visibility Strategist. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Marta Spirk and Marta Spirk - Visibility Strategist أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Creating a Lasting Impact Through Thoughtful Legacy Planning with Tim Gorman

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Manage episode 449088311 series 2371382
المحتوى المقدم من Marta Spirk and Marta Spirk - Visibility Strategist. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Marta Spirk and Marta Spirk - Visibility Strategist أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Join us as we explore the intricate world of legacy and estate planning, not just focusing on financial assets but also the emotional and personal elements involved. I'm thrilled to be joined by Tim Gorman, a real estate broker and the author of "Tangled Legacy," who shares his personal journey and insights into this crucial topic. Tim's book was inspired by his own experiences following the passing of his father, who was both his business partner and mentor. We discuss the importance of preparing for the inevitable and how addressing these matters early can prevent complications for loved ones. Tim offers practical tips on starting the legacy planning process, emphasizing the importance of leaving behind not only financial assets but also values and intentions.

Listen in as we unravel the complexities of estate planning, where interpersonal dynamics often prove more challenging than logistics. Instead of starting with an attorney, Tim suggests finding a "quarterback" to coordinate various professionals, ensuring that your personal goals are met. With engaging sports analogies, we make these concepts relatable and address common pitfalls, such as misconceptions about storing estate documents. Estate planning is presented as a living, adaptable process that benefits from early action and incremental adjustments over time.

About Tim:

Licensed Real Estate Broker | Investor | Author

  • Over a decade of expertise in multifamily investments and strategic wealth-building.

  • Specialized in legacy and estate planning, managing real estate assets for clients.

  • Successor trustee with experience in handling complex estates.

  • Author of Tangled Legacy: Turning Estate Planning Mistakes into Successes.

  • Contributor to Apartment News Magazine and Cash-In on the Myths of Real Estate.

  • CPA (inactive) with auditing experience at KPMG and corporate executive roles in marketing and fund administration.

Connect with Tim:Website: www.dgrealtyadvisors.com LinkedIn: Tim Gorman

Let’s keep the conversation going!Website: martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk

Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest

Watch my TEDx talk: http://bit.ly/martatedx

Hey, neurodivergent entrepreneur, do you feel overwhelmed and exhausted by your to do list? Well, it's not your fault. Increase your ease, impact and income by learning to work with the way you were wired. Take the intensities quiz right now to understand more about yourself. Get strength based tips and join free virtual support calls to tackle challenging tasks. Go to intensityhub.com right now to get started

Marketing Your business shouldn’t feel like a mystery. Every busy entrepreneur deserves a process that provides clarity and peace of mind to empower you to grow your business with less stress and headaches! The Far Beyond Marketing Guidebook is your easy-to-read, easy-to-implement guidebook! Get it now and use code “Marta” for 15% off! Visit: https://farbeyondmarketingguidebook.com/

  continue reading

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Artwork
iconمشاركة
 
Manage episode 449088311 series 2371382
المحتوى المقدم من Marta Spirk and Marta Spirk - Visibility Strategist. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Marta Spirk and Marta Spirk - Visibility Strategist أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Join us as we explore the intricate world of legacy and estate planning, not just focusing on financial assets but also the emotional and personal elements involved. I'm thrilled to be joined by Tim Gorman, a real estate broker and the author of "Tangled Legacy," who shares his personal journey and insights into this crucial topic. Tim's book was inspired by his own experiences following the passing of his father, who was both his business partner and mentor. We discuss the importance of preparing for the inevitable and how addressing these matters early can prevent complications for loved ones. Tim offers practical tips on starting the legacy planning process, emphasizing the importance of leaving behind not only financial assets but also values and intentions.

Listen in as we unravel the complexities of estate planning, where interpersonal dynamics often prove more challenging than logistics. Instead of starting with an attorney, Tim suggests finding a "quarterback" to coordinate various professionals, ensuring that your personal goals are met. With engaging sports analogies, we make these concepts relatable and address common pitfalls, such as misconceptions about storing estate documents. Estate planning is presented as a living, adaptable process that benefits from early action and incremental adjustments over time.

About Tim:

Licensed Real Estate Broker | Investor | Author

  • Over a decade of expertise in multifamily investments and strategic wealth-building.

  • Specialized in legacy and estate planning, managing real estate assets for clients.

  • Successor trustee with experience in handling complex estates.

  • Author of Tangled Legacy: Turning Estate Planning Mistakes into Successes.

  • Contributor to Apartment News Magazine and Cash-In on the Myths of Real Estate.

  • CPA (inactive) with auditing experience at KPMG and corporate executive roles in marketing and fund administration.

Connect with Tim:Website: www.dgrealtyadvisors.com LinkedIn: Tim Gorman

Let’s keep the conversation going!Website: martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk

Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest

Watch my TEDx talk: http://bit.ly/martatedx

Hey, neurodivergent entrepreneur, do you feel overwhelmed and exhausted by your to do list? Well, it's not your fault. Increase your ease, impact and income by learning to work with the way you were wired. Take the intensities quiz right now to understand more about yourself. Get strength based tips and join free virtual support calls to tackle challenging tasks. Go to intensityhub.com right now to get started

Marketing Your business shouldn’t feel like a mystery. Every busy entrepreneur deserves a process that provides clarity and peace of mind to empower you to grow your business with less stress and headaches! The Far Beyond Marketing Guidebook is your easy-to-read, easy-to-implement guidebook! Get it now and use code “Marta” for 15% off! Visit: https://farbeyondmarketingguidebook.com/

  continue reading

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