Welcome to Iron Insights, Leading with Purpose. The podcast were faith and leadership forge together. We sit down with Christian business & community leaders to explore how they build strong organizations, high performing teams and create a culture rooted in Kingdom values. Join us for honest conversations and actionable insights as we strengthen our calling and lead with purpose.
Death and Taxes. The two certainties of life. Maybe not.
Everyone’s heard the old saw — there are only two certainties in life — Death and Taxes. Our special guest today, Adam Hicks, Founder and Attorney @ Lanier Law Group, is challenging that statement. With good reason, too!
It’s certain that one day 100% of everything you own will be owned by somebody else.
Have you taken the steps you need to take to make sure that the transition of ownership is going to happen the way you want it to, or is that an uncertainty in your life?
Can you confidently answer the following questions?
What do I own?
How do I own it?
Who do I want to own it next?
How do I want that asset to transfer?
Adam and host Phil Bonelli are chatting about Estate Planning, why it’s important for everyone – especially when it comes to transferring business ownership and assets after the owner has passed, the importance of educating clients, and so much more.