• Shannon Pawley: Legal Preparedness: Ensuring Compliance with End-of-Life Wishes

  • 2024/09/04
  • 再生時間： 31 分
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Shannon Pawley: Legal Preparedness: Ensuring Compliance with End-of-Life Wishes

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  • Meet Shannon Pawley, the heart and soul behind The Estate & Asset Protection Law Firm. With a career spanning from representing international blue-chip companies to single parents, Shannon's journey led her back to her estate planning roots after over a decade as a Vice President at a National Law Firm. Her mission is clear: to help clients age with dignity, grace, and independence while crafting their post-life legacy through asset preservation. The firm, dedicated to serving senior citizens as their healthcare needs evolve, focuses solely on Asset Protection and Estate Planning. Specializing in Medicaid Planning, Special Needs Planning, Wills & Trusts, and Probate, Shannon and her team are committed to ensuring clients' legal needs are not just met but exceeded. Listen to this informative Legacy Leaders episode with Shannon Pawley about end-of-life wishes. Here is what to expect on this week’s show: ● Shannon emphasizes the significance of having proper legal standing in end-of-life planning. Naming the right individuals for caregiving roles is crucial, and fairness doesn't always mean equal division of responsibilities. ● Shannon highlights the need for open and honest discussions to ensure that everyone understands the parent's wishes outlined in legal documents. Communication is key to avoiding conflicts and ensuring smooth caregiving. ● Proper Medicaid planning was also stressed as essential for elderly individuals to qualify for benefits while preserving assets, with particular advantages for married couples in certain states. Connect with Shannon: Website: https://elderlawgeorgia.com/ With your Guest Host: J Diane Robinson Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future. Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Meet Shannon Pawley, the heart and soul behind The Estate & Asset Protection Law Firm. With a career spanning from representing international blue-chip companies to single parents, Shannon's journey led her back to her estate planning roots after over a decade as a Vice President at a National Law Firm. Her mission is clear: to help clients age with dignity, grace, and independence while crafting their post-life legacy through asset preservation. The firm, dedicated to serving senior citizens as their healthcare needs evolve, focuses solely on Asset Protection and Estate Planning. Specializing in Medicaid Planning, Special Needs Planning, Wills & Trusts, and Probate, Shannon and her team are committed to ensuring clients' legal needs are not just met but exceeded. Listen to this informative Legacy Leaders episode with Shannon Pawley about end-of-life wishes. Here is what to expect on this week’s show: ● Shannon emphasizes the significance of having proper legal standing in end-of-life planning. Naming the right individuals for caregiving roles is crucial, and fairness doesn't always mean equal division of responsibilities. ● Shannon highlights the need for open and honest discussions to ensure that everyone understands the parent's wishes outlined in legal documents. Communication is key to avoiding conflicts and ensuring smooth caregiving. ● Proper Medicaid planning was also stressed as essential for elderly individuals to qualify for benefits while preserving assets, with particular advantages for married couples in certain states. Connect with Shannon: Website: https://elderlawgeorgia.com/ With your Guest Host: J Diane Robinson Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future. Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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