Damien Martin

In this engaging discussion, Damien Martin, a tax partner at BKD CPAs and Advisors, shares insights on managing wealth and estate planning. He breaks down the life of rock legend Chuck Berry, who left a $50 million estate at his passing. Damien highlights the importance of being intentional about retirement planning and the importance of collaborative communication among financial advisors. He also addresses common pitfalls in estate planning, like client avoidance, and stresses the significance of proactive collaboration to ensure a successful legacy.