GOOD PEOPLE, GOOD ESTATE PLANNING OUTCOMES AND SOLUTIONS

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Published on June 9, 2021

Jamie Hargrove was interviewed for this episode of The Confident Retirement podcast that was posted on June 9, 2021.

Listen here: Good People, Good Estate Planning Outcomes and Solutions

The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 006 Jamie Hargrove.

Jamie Hargrove, an Attorney and CPA, is the CEO and co-founder of NetLaw Group and a founding partner of the Estate, Trust, & Tax law firm of Hargrove Firm LLP. His firm has had as many as 30 estate & trust attorneys working out of offices in over 20 states across the country.

Jamie was most recently the chair of the Estate & Trust practice for the 160-Attorney law firm, Stoll Keenon Ogden, PLLC. Before that, he was a partner with the 500+ attorney firm of Frost Brown Todd. He practiced as a CPA after law school and then became a tax attorney in 1985. In 1990, he began to practice only in the area of Estate, Trusts, Business Succession Planning and Charitable Planning.

Listen to this dynamic The Confident Retirement Podcast episode with Jamie Hargrove and know more about business succession, estate planning and asset protection, and how he wants to move forward with the DIY plans that also involves human works in it.

Here is what to expect on this week’s show:

Jamie takes us on a ride to his past and what led him to start opening up his practice, and why did he focus on estate planning?

  • What are his learning experiences that he’d like to share to the audience?
  • Jamie shares why business succession plan is not largely existing and what is the goal of why it should be done?
  • Jamie gives clarity on the difference of asset protection and estate planning.
  • What does he like best in his areas of practice and what is he most excited about the business aspect of things?
  • Jamie shares the misconception that when you do asset protection and estate planning, you lose full access and control on your assets.
  • Jamie talks about where money impacts most and his first experience handling it.

Get to know more about Jamie’s personal achievement, dream job and what he enjoys outside of work.

Get to hear about the DIY plans they are doing in NetLaw Group and why he wanted to do it.