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The Profit Talk: Entrepreneurship With A Profit First Spin - Securing Your Legacy: Strategies for Entrepreneurs with Taylor Willingham

Securing Your Legacy: Strategies for Entrepreneurs with Taylor Willingham

04/04/24 • 32 min

The Profit Talk: Entrepreneurship With A Profit First Spin

Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I’m a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business!

In this episode, I interviewed Attorney Taylor Willingham. He owns WG Title a Commercial Title Company in Texas which closes multi-million dollar projects all over the United States. Taylor Willingham is a distinguished estate planning and probate attorney located in Texas. He founded Willingham & Galvan in 2010 and is the visionary behind the innovative approach of Posterity Planning, which focuses on creating opportunities for his or her family, friends, or loved ones.

Beyond his legal practice, Taylor is a prolific author with four published books. He has helped draft over 10,000 estate plans and has probated over 1,000 estates. His expertise extends beyond the mere transfer of assets, focusing also on asset preservation for future generations through Posterity Planni

As a seasoned estate planning and probate attorney, Taylor brings over a decade of expertise to guide us through creating a legacy for the generations to come. With more than 10,000 estate plans under his belt, he shares insights on:

✅ The importance of estate planning for business owners

✅ Navigating probate complexities and avoiding hefty fees

✅ Choosing the right people to handle your business and assets

✅ Finding a reputable estate planning attorney

✅ Relationship dynamics and their impact on your estate

Don't miss out on this thought-provoking discussion that will help you take control of your future and protect your wealth. Planning for the inevitable ensures your business and personal assets are well taken care of.

To learn more about Taylor and the services he provides, visit his website at https://www.willprobateattorneys.com/

Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.

If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business!

DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I’m a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business!

In this episode, I interviewed Attorney Taylor Willingham. He owns WG Title a Commercial Title Company in Texas which closes multi-million dollar projects all over the United States. Taylor Willingham is a distinguished estate planning and probate attorney located in Texas. He founded Willingham & Galvan in 2010 and is the visionary behind the innovative approach of Posterity Planning, which focuses on creating opportunities for his or her family, friends, or loved ones.

Beyond his legal practice, Taylor is a prolific author with four published books. He has helped draft over 10,000 estate plans and has probated over 1,000 estates. His expertise extends beyond the mere transfer of assets, focusing also on asset preservation for future generations through Posterity Planni

As a seasoned estate planning and probate attorney, Taylor brings over a decade of expertise to guide us through creating a legacy for the generations to come. With more than 10,000 estate plans under his belt, he shares insights on:

✅ The importance of estate planning for business owners

✅ Navigating probate complexities and avoiding hefty fees

✅ Choosing the right people to handle your business and assets

✅ Finding a reputable estate planning attorney

✅ Relationship dynamics and their impact on your estate

Don't miss out on this thought-provoking discussion that will help you take control of your future and protect your wealth. Planning for the inevitable ensures your business and personal assets are well taken care of.

To learn more about Taylor and the services he provides, visit his website at https://www.willprobateattorneys.com/

Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.

If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business!

DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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Things To Look Out For When You Are Conducting TAP Transfers

Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I’m a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business!

In this powerful podcast, we unpack the essentials of 'Target Allocation Percentage Transfers' a.k.a TAPs. Doing these twice a month isn’t just about moving money; it's about seizing the opportunity to reflect on your business, identify the gaps, and course-correct for success.

TAPs are not just optional but a lifetime commitment for a thriving business. It’s time to get strategic with your funds and ensure you’re on the path to your most profitable year yet!

Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.

If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business!

DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I’m a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business!

In this episode, I interviewed Jim Mayer. He is a passionate advocate for the manufacturing industry, driven by a belief that the middle class, and thus the nation, is built on the foundation of manufacturing.

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Visit Jim's website at https://themfgconnector.com/

Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.

If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business!

DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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