Ambitious Legacy

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...

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 inves...

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....

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 interes...

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...

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 p...

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 financ...

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 t...

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 creat...

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 pass...

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 wi...

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...

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...

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...

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...

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 s...

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...

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...

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 i...

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...

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, desp...

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 thu...

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 i...

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 y...

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 l...