Ambitious Legacy

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 wil...

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,...

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’...

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 d...

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,...

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 imp...

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...

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...

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...

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 b...

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 an...

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 beneficia...

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 th...

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 r...

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...

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 gett...

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 y...

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 o...

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 rele...

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...

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 relat...

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 pr...

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 pro...

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 conversatio...

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 d...