Discover smart money moves with Mark and Michael Gilfix, who bring over 60 years of combined experience to demystify estate planning and financial strategies for families of all backgrounds, from middle-class to billionaires. In this insightful video, they delve into the critical difference between “smart money” and “dumb money” approaches and reveal practical tips on how to handle legal fees, commissions, and maximize your returns on investment.
They tackle common misconceptions about estate planning expenses and emphasize the importance of viewing costs as an investment in your family’s future security and legacy. You’ll learn why savvy financial planning isn’t just for the ultra-rich—effective strategies are accessible to everyone and can save significant amounts of money in long-term tax and property costs.
Don’t miss out on professional insights on how to protect your assets and ensure your estate is handled according to your wishes. Remember, informed decisions lead to substantial savings and peace of mind. This video is a must-watch for anyone looking to enhance their understanding of estate planning and make empowered financial decisions.
CHAPTERS:
0:00 – Introduction
0:40 – Smart Money vs Dumb Money
7:45 – Choosing the Right Attorney
9:52 – Dumb Money Mindset
10:24 – Call to Action
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
source
