From leadership, law and legacy, to love, motherhood and marriage, each topic will be curated to honor and amplify my unique vantage point on life and business based on my expertise, experiences, and evolution as an attorney, woman, mom, wife, and entrepr
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this follow-up to our last discussion, we're diving even deeper into the captivating world of trusteeship. We'll be discussing the consequences that unfold when trustees veer off the path of responsibility. Having a trustee who handles the trust incorrectly can potentially disrupt legacies, fortunes, and the very foundations of trust. Today we'll be talking about the legal intricacies and ramifications that arise when trustees stray from their fiduciary responsibilities. Tune in, share your thoughts, and be part of this enlightening dialogue that aims to empower you with knowledge and strategies to safeguard the ambitious legacies you're building for generations to come. #TrusteeshipConsequences #LegacyProtection #AmbitiousLegacyPodcast Thanks for tuning in and don't forget to like, comment, and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we're unraveling the intricate world of trusteeship and the pivotal role it plays in safeguarding your cherished legacies. Today, I'll be talking about the different types of trusts and the responsibilities that trustees have to carry. Whether you're a seasoned investor, a budding entrepreneur, or just someone looking to secure a thriving legacy for your loved ones, this episode is your compass to understanding the critical role trustees play in shaping the destiny of your hard-earned assets. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we're going to be talking about another topic that seems to be getting very popular these days: estate planning for foreign property owners. In our current global economy, people have the flexibility of diversifying their portfolio by acquiring properties all over the world. Therefore, it's important to figure out how property owned in different legal jurisdictions should be managed and secured in your estate plan. In this episode, we will be discussing the extra steps you will need to take to ensure that your property is protected. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! If you're not sure what a trustee does, you're not alone. Many people are are not clear on what a trustee is or does. But fear not, because I've got you. Let's get into the duties and responsibilities of a trustee. Whether you're a trustee yourself, or just interested in learning more about this role in estate planning, this episode will help you understand. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In today's episode, the focus is on the difference between a trust and a trust fund. We will dive deep into the nuances of these two commonly confused terms and explain the important distinctions between them. You will learn about the benefits of using a trust as part of your estate plan, how trusts work, and the different ways it can be utilized within your estate plan. Throughout the episode, I will share expert insights and practical tips for listeners who are considering using a trust or trust fund in their estate planning. I hope you can use today's episode as a valuable resource for creating a lasting legacy and ensuring their loved ones are well taken care of after you're gone. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this episode, we'll be discussing how to include real estate in your estate planning. Real estate is often one of the largest and most valuable assets that people own, so it's crucial to ensure that it is properly transferred and passed on to your loved ones after you pass away. Whether you're a seasoned real estate investor or a first-time homeowner, this episode will provide valuable insights into how you can protect your real estate assets and ensure that they are passed on to your heirs in the way that you intend. So join us as we explore the world of estate planning and real estate transfer, and learn how to make the most of your assets for generations to come. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this episode, we dive into the world of business entities and explore the key differences between Trusts and Limited Liability Companies (LLCs). I'll be explaining what they are, what they're used for and the things to consider when choosing between them such as personal finance or asset protection. We'll also talk a bit about the option of having them both! Join me as we dive deep into the world of Trusts vs. LLCs, and help you make an informed decision about the best entity for you and the things you value most. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this episode, we tackle a question that can be uncomfortable to consider but is crucial to understand for effective estate planning: What happens to your debt when you die? Many people assume that their debts die with them, but the reality is more complex. Today we'll explore the legal and practical implications of different types of debt. We will also discuss the potential impact on your heirs and how you can minimize their financial burden. Join us as we navigate the often-misunderstood topic of debt after death, and learn how you can plan ahead so your debt won't negatively impact your legacy or your loved ones. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this episode, we delve into the world of philanthropy and estate planning. There are so many opportunities out there to give back. And the best way to ensure that your philanthropic wishes are carried out is through estate planning. Today we will discuss the importance of creating a philanthropic legacy through charitable giving. We also explore estate planning strategies, including how to protect your assets, minimize tax liabilities, and ensure your assets are distributed according to your wishes. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://podcasters.spotify.com/pod/show/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this episode, we'll be discussing one of the most important aspects of entrepreneurship that is often overlooked - estate planning. If you're a business owner or entrepreneur, it's essential to plan ahead and ensure that your hard-earned assets and wealth are protected and passed on to your loved ones in the most efficient way possible. Whether you're just starting out as an entrepreneur or have been in business for years, this episode will provide you with valuable insights and actionable tips to help you protect your assets and build a lasting legacy. So, tune in and join us for this insightful conversation on entrepreneurial estate planning. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this episode, we will be discussing the different players involved in putting your estate plan together. Estate planning involves a team effort that includes not only professionals like attorneys, financial planners, and accountants but also family members and loved ones who will be included in the plan. In this episode, we will dive into the roles each player plays and the importance of having a well-coordinated team to ensure your estate plan is executed smoothly. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! This week's episode is dedicated to anyone who is super busy and wants to save themselves the headache of going down the internet rabbit hole looking for ways to effectively create their estate plan. Today, I will be explaining in the simplest way possible, the 5 steps you need to get your estate plan done. Afterwards, you'll have a clear understanding of how you should get started and what exactly you need to do make the best plan for you and your loved ones. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In this week's episode, we delve into the difficult topic of the passing of rapper and singer PnB Rock. Sadly, PnB Rock did not have an estate plan in place when he passed away, leaving behind unanswered questions and heartache for those he loved. He is survived by his girlfriend and two children who now not only have to deal with a loss of their loved one but also the impacts of losing a breadwinner. Join us as we discuss this situation and the impact of not having an estate plan in place when you have children and an unwed partner. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Welcome to our channel! Today's episode is a bit different from our usual legal discussions on estate planning. Instead, we're going to delve into the emotional side of things and address the fears and concerns people often have when it comes to planning for the future. Join us as we discuss the impact of estate planning on families, and how to overcome the emotional challenges that may arise. Don't miss this important conversation on the emotional side of estate planning. Make sure to hit the subscribe button and turn on notifications so you never miss an episode! #EstatePlanning #EmotionalSide #OvercomingFears" Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Just because you can do something doesn't mean that you should and that's especially the case when it comes to your estate plan. Nowadays there's lots of information out there about all the ways you can customize your plan. And although that information could be useful, it may not be right for YOU based on your specific circumstances. And that's what we'll be discussing today: how to make your plan right for you. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we'll be talking about Lisa-Marie Presley who unfortunately passed away at the age of 54. Luckily, as opposed to many celebrities and high profile figures these days, she had an estate plan and left an inheritance for her loved ones. In this episode, we'll be talking about some of the creative methods she used to create her estate plan and ways we can implement those same strategies in ours. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! I'm sure that we have all heard by now the unfortunate news about beloved rapper and member of the internationally acclaimed rap group Migos, Takeoff. He lost his life in Houston, Texas due to gun violence. Now that he's gone, his family now has the daunting task of finalizing his estate. He was reported to be worth a whopping 26 million dollars. He, however, did not have any sort of estate plan in place. So what will happen to his estate? That's what we're going to discuss today. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we have a very special guest with us, Mr. Marion J. Caffey. He's a writer, publisher and producer at the Apollo Theatre. He made an observation about something that we often don't think about as a society and decided to do something about it. He saw a gap in the way that we share crucial information with our loved ones especially during their latter years. In today's episode we'll be hearing about his journey to finding the problem and coming up with a solution. Thanks for tuning in and don't forget to rate and subscribe! Pick up your copy here! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Today I have a special guest, Armando Pantoja! aka Tallguytycoon! He is a keynote speaker, web3 blockchain expert and a software engineer/developer. He's a self proclaimed financial futurist meaning he predicts future trends in financial markets. Today we'll be picking Armando's brain to find out what he thinks about the looming recession, the future of cryptocurrency and more! Thanks for tuning in and don't forget to rate and subscribe! Armando's IG: @tallguytycoon Armando's YT: @tallguytycoon IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here! --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! For those of you who know me or follow me on social media, you know that I go by Sabine The Purpose Lawyer. But where did that title come from? I honestly had no idea when I first came up with the name. It wasn't until I started focusing on legacy planning as my main practice that the moniker really started to make sense for me and my mission. One of the most fulfilling parts of my job is being able to not only help people plan their legacies but also to provide some inspiration and guidance along the way. And that's what we will be talking about today! Finding your purpose and finding ways to fulfill that purpose in your everyday life. P.S. The book I mentioned during the episode with the oil anecdote is from “The Alchemist” by Paulo Coelho. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! When I started this podcast, my vision for it was not just us to discuss legacy planning. I also wanted it to be a space where we can discuss our everyday lives. Everyone has an idea of how their life should look and the goals they have to achieve to get there. Unfortunately, despite our best efforts, life doesn't always go as planned. So today we'll be talking about taking full advantage of the precious time we have and learning from the past, whether through our experiences or the experiences of others. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we'll be talking about my book, You're Richer Than You Think! So much hard work has gone into creating this book which is near and dear to my heart. I'm not only proud that it came to fruition but I'm also so happy about all the people it has positively influenced thus far. In this episode, we'll be talking about some of the topics I discussed in the book. Thanks for tuning in and don't forget to rate and subscribe! You can purchase a copy of my book here! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! There's a lot of language circulating about trusts, wills and other estate planning documents that can be very overwhelming for people who are new to legacy planning. Even though getting as much information as possible is great, it makes people feel like they need a complex plan immediately. But I'm here to tell you that's not the case. In today's episode, I'll be showing you that starting small isn't necessarily a bad thing and we'll discuss how you can grow your plan as your estate grows. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! As an estate planning attorney, I meet lots of people who don't have a legacy plan for so many different reasons. I'm well aware that certain life circumstances make it very difficult to put an estate plan in place. In today's episode we'll be talking about the things you can do yourself to protect your legacy without having to hire a lawyer. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In today's episode, we will be talking about an estate plan gone wrong. As you know, I love to emphasize the need of having a plan in place for yourself and your loved ones. But at the same time, it's also important to make sure the right plan is in place so that any significant life changes won't have a massive effect on it. Today, I will be sharing with you a story that shows us the importance of considering as many possible scenarios as possible before committing to a plan. Thanks for tuning in and don't forget to like, comment, and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! There's nothing to me like a true story that illustrates the need for proper estate planning. I get multiple calls and messages a week about situations that sound like they came right out of a telenovela. While fiction tends to move us emotionally, true stories like the ones I will be sharing today inspire us to make practical adjustments to our thought process and the way we view the world. If these scenarios can happen to someone else, they can definitely happen to us. So listen up and take notes! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today I'll be talking about a scenario that happened and was reported in the news recently. It's not what I would call a happy story but it gives us the chance to examine the situation and learn about the importance of estate planning. It involves Ellen Degeneres's ex-girlfriend, Anne Heche and her untimely passing at the age of 53. From this story, I'll be answering these questions: Who is the right person to put in charge? How should I deal with complex family dynamics? Can I email my will? Will I get killed for my body parts? (haha just watch and find out why this question is asked) Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today, we're getting political! As you know, I usually like to stay away from political discussions, but today I have a story to share with you that involves politics and trusts. I chose to share this story because I believe it will help you look at trusts in a different way. Let's get into it! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today, we will be discussing trusts. A trust is an agreement in which one party, known as a trustor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiary. Deciding whether or not to get a trust is a big decision and requires intentional planning beforehand. In this episode, I will share with you what you should consider before getting a trust. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today I want to share with you that I was featured in Essence! Yes, THE Essence Magazine. My feature was about estate planning during a recession. Historically, recessions have been an opportunity to build wealth. And I'm sure the next one won't be any different. In this episode, I'll be sharing some tips from my feature on how to maximize your wealth through estate planning during the next recession. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Tonight I want to talk to you about the Billion Dollar Strategy. This strategy is used by entrepreneurs and business owners to secure the wealth that they already have, build more and pass it on to the next generation. Want to know what exactly this strategy is and how you can implement it? Tune in to find out. Thanks for watching and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Tonight I want to share with you guys the details of my trip to ATL for Invest Fest earlier this month. If you don't know what Invest Fest is, it's basically the Coachella of financial literacy (and if you missed it make sure you get your ticket for next year!) hosted by EYL, and is a 3 day event that focuses on investing, entrepreneurship, pop culture, and entertainment. I learned so much valuable information from my time there and I'm so excited to share some of it with you (for free!). Some of this information comes from well-known and incredibly successful entrepreneurs so make sure you tune in to find out who they were and what they had to say! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! As you know, legacy planning is about planning for the inevitable, and although we may not want to think or talk about it, the reality is, it's not a matter of if, but when, and having a legacy plan in place will help dictate what will happen to our assets when we pass. Tonight, I want to talk about why we also need to plan for unexpected scenarios that may arise from our passing and how legacy planning can help to prevent unnecessary confusion and conflict when deciding the fate of an estate. Thanks for tuning in and don't forget to like, comment, and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
When it comes to legacy planning, language is very important. The way your documents are worded can have a direct impact on the execution of your plan. In this episode, I discuss a scenario in which the wording of an estate plan led to a family dispute. This unfortunate situation and others can be avoided by seeking the help of a professional. Thanks for tuning in and don't forget to like, comment, and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today's episode is for anyone who is a musician or an artist that has started to find some success in their industry. The more recognition and success you gain as an artist, the higher the stakes when it comes to the fate of your estate upon your passing. I'll be using Aretha Franklin's estate as an example for why it's so important to have a legacy plan in place in order to avoid major delays and financial losses! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we'll be discussing a topic that seems to be really popular these days: wills. There are many different opinions when it comes to wills like when you should get one or if you need one at all. So tonight I'm going to share with you what exactly a will is and why you may need one sooner than later. Thanks for tuning in and don't forget to like, comment, and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Picture this: You got married and decided to put all your assets in your spouse's name. Sadly, your spouse passes away with all your assets still in their name. Then, you find out that they actually created a will and/or trust and did not name you as a beneficiary. What happens now? Let's talk about! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In today's episode, we'll be discussing spendthrift trusts. A spendthrift trust is a trust that is created for the benefit of a person that gives an independent trustee full authority to make decisions as to how the trust funds may be spent for the benefit of the beneficiary. A spendthrift trust may be right for you depending on your situation. We'll be getting into the pros and cons of having one today. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In today's episode, we'll be discussing a highly controversial topic everyone is talking about right now: Chadwick Boseman's estate. Unfortunately, he passed away in 2020 without a legacy plan. As a result, the responsibility of dividing his assets rested on the shoulders of his wife and family at the discretion of California law. As expected, this resulted in a mountain of legal obstacles and financial losses that could have otherwise been avoided if Chadwick had a legacy plan. Now, let's get into it exactly what happened. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Picture this: You spent your entire life building your legacy from the ground up. You worked hard until you finally achieved the goals you had always dreamed of. Now, it's time for you and your loved ones to enjoy the fruits of your labor. You are able to share your assets with your loved ones as you see fit. But what happens when you're no longer around to do that? Without a plan in place, how do you ensure that your legacy lives on and your family is able to continue thriving from the foundation you laid? Also, do you expect that your family will be able to decide how your estate is divided upon your passing without conflict? Let's get into those questions and more in today's episode! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Everyone loves love. And no matter what we see happening around us to other couples, we want to believe that our relationship will last forever. But what if it doesn't? It may be worth having a plan in place to protect you and your assets if you ever end up getting divorced. So, should you get a trust or a prenup to protect your assets when getting married? Maybe both? Well, that's what I'm going to talk about today, so let's get into it! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Before we dive in, my new book “You're Richer Than You Think!”, a step-by-step guide to building a lasting financial legacy for you and your family, is out now! In it, I go over all of the necessary aspects of planning a legacy from conception to execution. If you would like to purchase your copy, click here! In today's episode, we'll be continuing our conversation from the last episode on trusts. We will specifically be talking about the importance of funding your trust and what exactly that process looks like. Now, let's get into it! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! In today's episode, we will be discussing trusts. We'll talk about what exactly trusts are and why they are so important in legacy planning. When people think of trusts, they usually think of fabulously wealthy parents who endow their kids with massive amounts of wealth. But in reality, depending on your situation, you may also be able to benefit from the power of having a trust. How? Well, that's what we're going to get into today. Sit back. Relax. And let's talk about how you can use trusts to guarantee the financial well-being of your loved ones and ensure your legacy lasts for generations to come. Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! This week's episode will be short and sweet but I wanted to share something really cool with you guys. So, you know how I'm always talking about the importance of legacy and planning for the future? Well I just found out about this feature that Apple released with IOS 15.2 called Legacy Contact, which gives you the capability to set up contact(s) that would allow them access to information on your Apple device should something happen to you. So now whoever you'd like to be able to access your pictures or important documents can easily do so. I remember reading a story about a billionaire who died with 500 MILLION in Crypto, but no one could access his data. Can you imagine? The digital revolution is here, whether you like it or not, and now Apple may have helped revolutionize how we share pass down our legacy. Now that's ambitious! I see you Apple! This is NOT a paid promotion, but feel free to let Apple know ya girl would be happy to provide them with some insight!! Thanks for tuning in and don't forget to rate and subscribe! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! So I pride myself on being a good attorney, and it really gets me heated when I hear stories of lawyers taking advantage of their clients by stealing, lying, and/or just straight up misrepresenting them. This week, I'm going to share with you two stories of clients who were taken advantage of by their attorneys and three tips on how to weed out the good from the bad, so you can prevent similar situations from happening to you or someone you know! Speaking of good attorneys, for my guest this week, I had the pleasure of interviewing Rosezetta Upshaw Esq.! Having met Rosezetta through EYL Legal Club (shoutout to EYL!), I knew she was a force to be reckoned with and had to have her on my podcast! Rosezetta is an award winning attorney, President of the Black Woman Lawyers Association of Los Angeles Inc., and a musician. Originally from the bay area, she represents clients from all over the globe and has been practicing law for over 10 years. She now has her own practice where she focuses on Business Law, IP law, Wealth Planning and Trusts. Rosezetta has always wanted to be an attorney, and has used her passion for the law to create initiatives and to be a part of communities like the Black Woman Lawyers Association of Los Angeles Inc., which is a huge community of attorneys that learn and grow together. In addition, Rosezetta has been a pioneer in the legal community creating an initiative to help both attorneys and those in need of legal services, with her virtual legal clinic "Legends At Law". Rosezetta started Legends At Law during the height of the pandemic because legal clinics were shut down and people were unable to take advantage of free legal services that they normally would have access to. The virtual clinic also provides an opportunity for attorneys to collaborate, share resources, network, and essentially- to create a community of legendary attorneys. Now that's an ambitious legacy! I hope you enjoy this episode as much as I loved creating it! Don't forget to rate and subscribe! Want to connect with Rosezetta? www.legendsatlaw.com IG: @rosezettaupshaw, @legendsatlaw Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com Host Email: info@sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! I'm so excited to share with you guys that I will be hosting my first event, The Ambitious Legacy Event, on April 23rd at The Mezzanine in NYC! Tickets are on sale now! The event will be focused on building a holistic legacy as it relates to relationships, spiritual health, finance, and mindset. The event will include panel discussions, networking, a fundraiser, food and cocktails, and so much more! You don't want to miss this opportunity to learn more about how you can build your ambitious legacy! You can purchase your ticket here now! Speaking of building legacies and legacy planning, I recently had a call with a potential client, and it got me thinking about people who have, or who are looking to have a legacy plan in place that includes a trust. Although a trust can be a great tool to incorporate in your planning, and can help keep your family out of court (probate), they can only be effective if set up correctly. So tonight I'm going to be talking about what a trust is and how it can be an effective vehicle in legacy planning, what a trustee, successor, beneficiary, and pour-over will is, and why it's not only important to have a plan in place, but to ensure it's done correctly- no DIY!!! Remember, you won't know if something goes wrong until it's too late! Thanks for tuning in and don't forget to rate and subscribe! I'll see you on April 23rd! Purchase your ticket here! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Let's talk about relationships! And no it's not anything that you may have seen on social media or read on a blog lol, but it is definitely worth tuning into! Tonight I want to share 7 tips you should consider when exiting or entering a relationship to protect your assets! I'm covering everything from making sure you take into consideration what assets you have while you're single, having protections in place before marriage (i.e. prenup), legacy planning tools you can put in place to protect both you and your spouse, and so much more! Just remember, things may not always go the way you plan, so it's important to make sure you have a plan in place so you can focus on building YOUR ambitious legacy, regardless of your relationship status! Don't forget to rate and subscribe! Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com Host Email: info@sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Legacy planning is only for individuals or families right? Well actually, if you're a business owner, you should also have a plan in place for your company, and tonight I'm going to share with you 3 reasons why! Speaking of planning for the future and protecting your assets, my guest this week, Vidal Peoples, is a financial advisor who helps people protect and build their wealth (Peoples helping Peoples), by advising them on the best financial strategies to do so. Vidal's journey to becoming a financial advisor was not a quick or easy one. Having first started off with a modeling career, he then ventured into the hotel business to supplement his income, before moving on to financial advising. Vidal has since successfully assisted individuals and business owners with creating a plan for their financial future. Tonight, Vidal is not only sharing how he's built his ambitious legacy, but how he is helping others to do the same. all while sharing invaluable information on three core philosophies for wealth accumulation and protection, what to look for in a financial advisor and why you need one, how you can look up a financial advisor's report card, and so much more. This is one episode you don't want to miss! Don't forget to rate and subscribe! Vidal Peoples is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0K86573. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Strategies for Wealth and opinions stated are their own. Neither Guardian nor its subsidiaries issue property & casualty insurance. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2022-134547 Exp. 3/24. Want to connect with Vidal? LinkedIn: Vidal Peoples https://www.strategiesforwealth.com/team/vidal-peoples Host IG: @sabinethepurposelawyer Host Email: info@sabinethepurposelawyer.com Host Website: www.sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! If my experience with helping people plan their legacy has taught me anything, it's that although you learn from your experiences, there are some hard lessons you can avoid having to go through, if you have a plan in place and are having those conversations with your family. Speaking of learning from your experiences, my guest tonight, Jude Bernard, who is an investor, developer, contractor, real estate broker, entrepreneur, and community organizer has had to learn a lot of lessons on the way to success. After realizing that a 9-5 was no longer serving him, he decided to save up his money and eventually buy his first property in Jamaica, Queens. Before he knew it, he had invested in several properties, gotten his broker's license, and had become a contractor, inspiring others to do the same. He now is not only a successful entrepreneur, but the owner of a nonprofit called "The Brooklyn Bank" which gives back to the community by providing food, clothes, and information, and has even started a scholarship program. Jude's journey to success and in building his ambitious legacy has taught him that you need to stick to one focus in order to be successful at it, time is invaluable, and that each one of us have different motivations for the things in life we go after, but it's important to remember that to achieve your goals, you'll not only need to put in the time, but make sure that you don't skip the process, because the lessons you're learning now, are the blueprint to your success for the future! Don't forget to rate and subscribe! Want to connect with Jude? IG: @mr.judebernard @thebrooklynbank Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com Host Email: info@sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! So lately, I've been thinking a lot about my entrepreneurial journey. I've been in business for almost a decade and have pivoted a few times along the way. Every time I made a change and it didn't turn out how I expected, I felt like a failure because I didn't have the hindsight to see how it would all come together, but now that I have a better understanding of what my focus is, it all makes sense. Speaking of pivoting and failing, my next guest has tried many different ventures within a short period of time and although they didn't all work out, he eventually found success in the credit world and now has his own credit repair business and a huge YouTube following. My guest this week is Marvin Francois, a credit guru and YouTube sensational. He started off doing stand up comedy and did fairly well for himself before the pandemic changed the game for all of us. Between the world shutting down and his dad catching a bad case of COVID-19, it forced him to slow down and look at things differently. Like many of us when the pandemic hit, he ventured into different avenues to generate income including wholesaling and selling shirts on Shopify but none of them stuck. He finally decided to start focusing on the credit field as he was building his own credit and discovered what he was truly meant to do. Marvin now helps people build and repair credit, while also breaking down information in a way that is digestible, relatable, and comedic! From must know credit tips, to how credit changed his life, to how faith and perspective can impact your legacy, you don't want to miss this episode! Don't forget to rate and subscribe! Want to connect with Marvin? IG: @marvinfrancois__ YouTube: Marvin Francois Host IG: @sabinethepurposelawyer Host Website: www.sabinethepurposelawyer.com Host Email: info@sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support
Hey friends! Thank you for tuning into another episode of the Ambitious Legacy Podcast and for helping me to stay on purpose! You may have heard about Wendy Williams, who is currently suffering from some sort of mental disability, and how her financial advisor felt something wasn't right and decided to tell the court, who in turn decided to freeze her assets. She has since filed a lawsuit in order to get access to those assets, but she essentially has no control. Sound familiar? It's definitely giving Britney vibes. Like Britney, Wendy's situation could have been avoided if she had a legacy plan in place, or at the very least, a Power of Attorney and Healthcare Proxy. I've seen this happen time and time again and I don't want it to happen to you, so please make sure you are having these conversations! Have a plan in place now so you're prepared for the things beyond our control. For my guest this week I had the pleasure of interviewing Kareem Hayes aka INF the Author and he's dropping gems on NFTs and what I like to call "The Digital Revolution"! INF does ALL the things, including being a self published author of the book "Necessary Evil", which he has sold over 150K copies of independently. From living in a crack house as a child to running away from home at 11 to getting shot, Kareem has been through some rough times, but he has always kept in mind the lessons he learned from his dad and the values he gained from his spirituality, and is now not only a self published author, but a screenwriter, artist, designer, and crypto expert. He has also turned his book into a series and a film, and is working on another film project that is set to start shooting in March. I told you guys- he does all the things! Once the pandemic hit, Kareem wanted to find other ways to make additional income so he decided to invest in ETH, and when $300 turned into $1,700, he knew he had to tap into the metaverse and invest in more crypto. He has since immersed himself into the metaverse, and is passionate about educating others on how to do the same. Did you know that you can purchase virtual land and even use NFTs to get into certain clubs or other spaces? Kareem breaks down NFTs and how they are starting to signify status, how major companies like CashApp, Amazon, Google, and PayPal are adding it to their balance sheet (Facebook even changed their name to Meta), and why you should invest while it's still relatively low. Don't forget to rate and subscribe! Thanks for listening! Want to connect with INF The Author? inftheauthor.com IG: inftheauthor & uglyducksociety Host IG: @sabine_thepurposelawyer Host Email: info@sabinethepurposelawyer.com Host Website: www.sabinethepurposelawyer.com Host Law Firm: www.theambitiouslegacyfirm.com --- Support this podcast: https://anchor.fm/ambitiouslegacy/support