Episode Description

What should you do today to protect your family’s future tomorrow?

Jeremy Dicker and co-host Peter Hoopis explore the intricacies of estate planning. Jeremy emphasizes that estate planning isn’t just for the ultra-wealthy; it’s for anyone who wants to ensure their wishes are honored and minimize complications for their loved ones. They break down common misconceptions, highlight the crucial aspects of estate planning, and discuss strategic ways to handle wealth transitions. With engaging anecdotes and practical insights, Jeremy and Peter make sense of planning for the unexpected and preserving a legacy.

Jeremy and Peter discuss:

• (01:18) The essentials of estate planning, like wills and health directives
• (07:54) The role of trust documents and their significance regardless of wealth size
• (14:22) The Rockefeller strategy for preserving generational wealth
• (23:25) The importance of flexibility, optionality, and making timely financial decisions
• And more

Resources:

• Passion Meets Profession: Jeremy Dicker on Wine and Wealth Management (Ep. 9)

Connect with Jeremy Dicker and Peter Hoopis:

• LinkedIn: Jeremy Dicker
• LinkedIn: Peter Hoopis
• One Wealth Management