Legacy Blueprint: Plan It Forward

Market Domination
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Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving future for yourself and your loved ones!

Episodes

  1. Familial Support in Estate Planning: A Legacy Blueprint - with Brad Bascom

    23 HR AGO

    Familial Support in Estate Planning: A Legacy Blueprint - with Brad Bascom

    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://bascomlaw.com/ https://www.linkedin.com/in/brad-b-056400104/ Connect with Mike Bascom: https://bascomlaw.com/ https://www.linkedin.com/in/mikebascom/

    17 min
  2. Welcome to Legacy Blueprint: Plan It Forward

    TRAILER

    Welcome to Legacy Blueprint: Plan It Forward

    Behind every successful plan is a team of visionaries—leaders who bring clarity, strategy, and experience to the table. Welcome to Legacy Blueprint: Plan It Forward, the podcast that showcases the thought leaders shaping the future of wealth, estate, and financial planning. Hosted by estate planning attorney Mike Bascom, each episode highlights conversations with industry experts—from advisors and strategists to CPAs and attorneys—sharing the insights that protect families, grow wealth, and help secure brighter futures. This isn’t just about money—it’s about collaboration, leadership, and the wisdom of those who guide us forward. Join us as we spotlight the experts, reveal the strategies, and give you the tools to plan with confidence. Legacy Blueprint: Plan It Forward—where today’s thought leaders help you build tomorrow’s legacy. Subscribe now and take your first step forward.

    1 min

Trailer

About

Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving future for yourself and your loved ones!

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