Why is collaborative planning essential in estate planning?
Attorney Mike Bascom brings an unparalleled level of insight to estate planning by blending deep legal specialization with a "problem prevention" philosophy that treats wealth as more than just numbers—it’s about values and peace of mind. Licensed in both Georgia and Florida and admitted to the U.S. Tax Court, Mike’s expertise spans the entire spectrum of asset protection, from revocable living trusts and LLCs to complex Medicaid eligibility and Veteran’s benefits. His background as a three-term Chairman for the Georgia Forum of the National Network of Estate Planning Attorneys underscores his leadership in the field. Whether he is helping a small business owner navigate taxation or assisting a young family in securing their children's future, Mike’s approach is rooted in providing strategic, caring solutions that minimize government interference and maximize a client's control over their legacy.
Key Takeaways
- Estate planning covers three crucial time periods: when alive and healthy, if incapacitated, and upon death.
- Collaborative Planning involves working together with clients, attorneys, and advisors to create successful estate plans.
- Bascom Law's mission involves creating estate plans that address a client's wishes with a holistic approach.
- Having an estate plan documented in writing is crucial to ensure it effectively carries out the client's wishes.
- The supportive and appreciative relationship between Brad and Mike is highlighted in their podcast interactions.
Connect with Brad Bascom:
https://www.linkedin.com/in/brad-b-056400104/
Connect with Mike Bascom:
