Episode 20299

Wealth Alignment™ - Estate Planning S1

Published on: 17th August, 2026

No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. Here is the real "gotcha": Wealth Alignment™ - Estate Planning. This is the next level of estate planning. Implement asset protection trusts and testamentary trusts so the surviving spouse cannot leave everything to the new spouse that you worked your lifetime to accumulate. Protect your estate from your spendthrift kids. Protect your assets for your surviving spouse who may not be able to manage the portfolio. You get the point. You don't need multiple millions of dollars to benefit from Wealth Alignment™ - Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will benefit: Wealth Alignment™ - Estate Planning. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.

Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.

Wealth Alignment™ when your Portfolio / Tax Reduction Strategies / Estate Planning are all coordinated into alignment by one set of professionals: Tax Attorney / CFP® / CPA.Uniquely qualified to provide you with a single cohesive clarified plan. One professional advisor. One Aligned Strategy. Zero Conflict. Call today, 404-250-9798, to begin benefitting from your personal Wealth Alignment™ analysis.

To a prosperous and happy 2026!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Wealth Alignment™ : When your tax, estate and investment portfolio are all in sync via one set of professionals, Tax Attorney, CFP®, CPA, who see the whole picture.

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About the Podcast

Professional Edge
Investment Tax Legal Strategies from a Tax Attorney, CFP®, CPA
Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want to make better decisions? Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

About your host

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SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.