Dollars And Nonsense

Join Nate and Holly in this episode as they share invaluable lessons learned from managing Ray Poteet's estate. They deep dive and share how to avoid the pitfalls they encountered, ensuring a smoother journey toward building and transferring your estate. In addition, they discuss two paths available for estate building, yielding vastly different outcomes. ~ Access our FREE Infinite Banking Beginner course here: https://livingwealth.com/escapethebank ~ Get resources and transcripts from this episode by visiting: https://livingwealth.com/e191 ~ Do you get value out of the show? Please consider giving Dollars and Nonsense a five-star review on  Apple Podcasts Topics discussed in this episode: Learn key considerations to ensure an effortless transfer of your estate Why you should avoid probate at all costs How to start moving your assets into a trust Understand the two basic paths for your estate transfer What is the family office estate concept Why should you lean towards the family office estate concept if yo