The Widest Net 031: How to Protect Your Assets and Build a Solid Financial Legacy with Carmen Rosas
In this episode of The Widest Net Podcast Pam is joined by Attorney Carmen Rosas who breaks down the five key components of estate planning and what happens when a family conflict arises and legal documents are missing.
With an impressive decade-long experience in estate planning, Carmen equips women with knowledge to secure their future. Proud of her Mexican, French, and Italian roots, Carmen brings unique perspectives to her work. She's the brain behind Carmen Rosas Law, a firm that masters the balance between personalized coaching and sound legal advice.
Here’s what you can expect from this episode:
- Get enlightened about the criticality of estate planning for heightened financial liberty
- Discover how meticulous budgeting and multifold income streams aid in devising robust estate plans
- Learn how embedding life insurance into your financial strategy fortifies the plan for entrepreneurs
- Understand how legal protective measures can curb disputes and secure your assets
- Discern the prime differences between devising wills, forming trusts, and planning business succession
Remember we all need each other - life and work is better together.
Resources mentioned in this episode:
- Carmen Rosas’ Book - The QBIC's Guide to Creating a Legacy
- Carmen Rosas’ Law Firm
- Carmen Rosas' Instagram
- Carmen Rosas’ Facebook
- Carmen Rosas’ LinkedIn
- The Widest Net Book by Pamela Slim
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