Your Financial Legacy

By Maria L Ellis

Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is the process of estate planning to select who will receive your assets when you pass on. One goal of estate planning is to make sure your wealth and other assets go to those people you intend (and not to others), with a particular emphasis on minimizing taxes so that your beneficiaries can keep more of your wealth. Good estate planning also can reduce family strife, and provide clear end-of-life directives should an individual become incapacitated before ultimately passing away. It is important to do estate planning asap, especially if you are reaching your golden years or you are thinking about retirement. Every week I will bring you my perspectives as well as the perspective of my guests on Financial and Estate Planning including Trusts & Wills and Irrevocable Trusts. Over the last 20 years, as a banker, real estate advisor, and financial planner, I have learned the importance of creating and securing wealth, in legitimate ways to minimize taxes and to enable you to keep more of your money. On our Financial Legacy podcast, I will share my experience and secrets, why people put together an estate plan to protect their beneficiaries including to protect minor beneficiaries, or to protect adult beneficiaries from bad decisions, outside influences, creditor problems, and divorcing spouses. I want to help you achieve peace of mind and proper distribution of your assets. To learn about how best I can serve you, go to the FinancialLegacyPodcast.live and request your complimentary consultation. Thank you!

  1. 1.
    How I created a Family Business Legacy Plan for a Prominent Client
    26:13
  2. 2.
    The Ultimate Guide to Creating a Legacy for Your Family Without Paying Too Much in Taxes
    13:40
  3. 3.
    Ya empezante ahorrar para asegurar tu estado financiero?
    29:22
  4. 4.
    Family Business Legacy Plan, a road map to achieving a fair and equitable estate plan!
    17:13
  5. 5.
    Timely and Insightful information for Real Estate Owners, ForSaleByOwners, and Buyers in Brooklyn and Manhattan!
    26:58
  6. 6.
    How to Apply For and Successfully Obtain a Mortgage
    26:37
  7. 7.
    How to Protect, Preserve and enjoy your Family Business Legacy
    50:22
  8. 8.
    How can Developers and Landlords increase their Net Operating Income?
    26:51
  1. 9.
    Tax Strategies and Investment Structures
    25:40
  2. 10.
    Manhattan Residential Real Estate Market Update as of Feb. 3, 2021
    33:48
  3. 11.
    Delaware Statutory Trusts (DSTs): An Alternative Way to 1031 Exchange!
    31:31
  4. 12.
    You can save up to 40% of your capital gain taxes!
    24:33
  5. 13.
    Reflecting on 2020 and Creating your Grandest Vision for Your Life in 2021
    13:51
  6. 14.
    Chapter 14-Achieve Financial Freedom Audiobook
    3:56
  7. 15.
    Chapter 13-Achieve Financial Freedom Audiobook
    5:07
  8. 16.
    Chapter 12-Achieve Financial Freedom Audiobook
    15:08
  9. 17.
    Chapter 11-Achieve Financial Freedom Audiobook
    6:12
  10. 18.
    Chapter 10-Achieve Financial Freedom Audiobook
    6:53
  11. 19.
    Chapter 9-Achieve Financial Freedom Audiobook
    7:12
  12. 20.
    Chapter 8-Achieve Financial Freedom Audiobook
    5:07
  13. 21.
    Chapter 7-Achieve Financial Freedom Audiobook
    9:37
  14. 22.
    Chapter 6-Achieve Financial Success Audiobook
    8:25
  15. 23.
    Chapter 5-Achieve Financial Freedom Audiobook
    14:38
  16. 24.
    Chapter 4-Achieve Financial Freedom Audiobook
    12:26
  17. 25.
    Chapter 3-Achieve Financial Freedom Audiobook
    15:13
  18. 26.
    Chapter 2-Achieve Financial Freedom Audiobook
    6:22
  19. 27.
    Chapter 1-Achieve Financial Freedom Audiobook
    8:07
  20. 28.
    Forward-Achieve Financial Freedom Audiobook
    3:41
  21. 29.
    A conversation with Marianne Williamson, an American published author, spiritual leader, politician, and activist.
    7:16
  22. 30.
    Buying and Selling Commercial Property in New York City!
    32:28
  23. 31.
    Buying real estate in New York City!
    46:03
  24. 32.
    Selling Your Property in New York City
    36:23
  25. 33.
    Creating your Estate Plan: Will vs. Trust? What is best for you?
    30:03
  26. 34.
    Achieve Financial Freedom, a road map to financial success.
    19:14
  27. 35.
    Financial Legacy Podcast Trailer
    2:51

Listen to Your Financial Legacy now.

Listen to Your Financial Legacy in full in the Spotify app