Brad Galbraith
– The Confident Retirement Podcast with Kris Flammang Episode 024: Brad Galbraith
Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts, and Estates by The Florida Bar Association.
Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax, and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax, and business succession plans that withstand the test of time.
Listen to this dynamic The Confident Retirement Podcast episode with Brad Galbraith about estate planning from a CPA & lawyer’s standpoint. He also shared his ideas relevant to the perks in changing domicile from one state to another.
Here is what to expect on this week’s show:
-What led Brad to open up his own practice?
-What really is an estate planning? Death planning vs. Opportunity planning & Legacy planning
-The blind spots on estate planning
-What is Florida domicile planning about and its advantages?
-Wealth as an opportunity to be meaningful for the world
-His personal reason why he offers special needs planning in his firm
-His biggest opportunity and the biggest obstacle in his business
-How to deal with commoditization?
Connect with Brad
Guest Contact Info: 239.325.5581
Website: https://www.galbraith.law/
E-mail: bgalbraith@galbraith.law
Website (Domicile): https://www.changemydomicile.com/home
Connect with Kris
Website: https://www.lpfadvisors.com/
LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/
Twitter: @kflammang
Highlights:
[05:45-05:52]
“The part of my practice that I really enjoy the most is getting to know my clients well, and giving them good advice.”
[05:54-06:10]
“I think the way I think about it is, is kind of everybody every situation is a puzzle. And the pieces are a little bit different and they look differently. And it's the putting together that puzzle and completing the puzzle for the client is the kind of the stimulating thing or the thing that you get enjoyment out of.”
[10:53-11:07]
“I often tell people that who come in thinking they know exactly what they want that how can they know which options they like unless they know what the options are?”
[19:37-19:44]
One of the things that I learned at an early age was that money is not something that you just run around spinning freely.
[34:07-34:14]
“That the best defense against commoditization is to make sure that what you're providing really isn't a commodity.”
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