Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com
All content for Envizion More is the property of Wayne Wagner Jr., ChFC and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com
Excited to share our latest episode of the Envizion More Podcast, featuring an in-depth conversation with Russ Nesevich, an experienced estate planning attorney. Hosted by Wayne Wagner Jr., this episode brings invaluable insights on planning for the future, whether you're building your wealth, protecting your family, or planning your legacy.
Key Takeaways:
1️⃣ The Importance of Comprehensive Estate Planning
Understand why estate planning isn't just for end-of-life scenarios, but also crucial for incapacitation and asset protection.
2️⃣ Essential Estate Planning Documents
Learn about the five must-have documents to ensure your wishes are respected: will, power of attorney, healthcare power of attorney, HIPAA release, and living will.
3️⃣ Navigating Changing Tax Laws
Stay ahead of tax changes expected at the end of 2025, and discover strategies for minimizing estate taxes, including gifting and strategic use of trusts.
Russ's insights provide actionable steps to protect financial stability and peace of mind for you and your loved ones. Don't miss this episode!
KEY HIGHLIGHTS:
Estate planning for leadership in families
Leadership in managing family resources and inheritance
Delegating decision-making during illness through estate planning
Ensuring trustees make sound decisions
Using trusts to protect family assets
Inherited IRAs and impact on beneficiaries
Role of trustees in helping family business endeavors
Restricting beneficiaries from disputing trustee decisions
Strategic asset distribution for effective leadership
Preparing for potential tax changes and impacts
Creating clarity with healthcare directives
KEY LINKS:
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Nesevich Law, LLC: https://nesevichlaw.com/russ-nesevich/
Russ’ LinkedIn: https://www.linkedin.com/in/russnesevich/
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
Envizion More
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com