Description

In this episode of Law Days and Lattes, we’re diving into a kind of investing that doesn’t get enough attention: investing to protect your family’s future. This isn’t about chasing high returns or the latest financial trend — it’s about smart, strategic planning that gives you peace of mind and creates security for the people you love.

Sidney shares the legal lens on investing, how your estate plan fits into the picture, and practical tips for protecting what you’ve built.

☕ What You’ll Learn in This Episode:

• Why investing is also a legal strategy
• Three practical investing principles for families
• How to structure your assets for protection (and peace of mind)
• Legal tools that pair with investing: trusts, beneficiary deeds, LLCs, and more
• Why educating your family about money is one of the best investments you’ll ever make

📌 Key Takeaways:

• Investing isn’t just financial — it’s emotional and legal too.
• The way you own your assets matters as much as the assets themselves.
• A solid investment strategy includes input from your estate planning attorney, accountant, and financial advisor.
• Your greatest legacy might be the wisdom you pass on about money.

💼 Legal Tools Mentioned:

• Revocable Living Trusts
• Beneficiary Deeds
• LLCs for asset protection
• Powers of Attorney (financial + healthcare)
• Life Insurance planning

👣 Next Steps:

Ask yourself

• What do I want to leave behind?
• Who do I want to protect?
• How do I want to be remembered?

Then, work with a team who can help you build the plan that reflects those answers.

Stay Connected!

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Subscribe to Law Days and Lattes wherever you get your podcasts!

Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕

WheelanLaw.com



This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.