Tag: Family Wealth
The Great Wealth Transfer: How to Protect Your Legacy and Your Family (Ep. 18)

The Great Wealth Transfer: How to Protect Your Legacy and Your Family (Ep. 18)

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The greatest wealth transfer in history is already underway, and for many families, it’s about more than just money. It’s about legacy, values, and trust.

In this episode, Mark Taylan breaks down what the Great Wealth Transfer really means for families as trillions move from baby boomers to the next generation. He shares how intentional estate planning, gifting strategies, and honest family conversations can prevent conflict, preserve relationships, and ensure that wealth creates a positive impact across generations.

Mark discusses:

  • How to start the right conversations about inheritance and gifting before it’s too late
  • The importance of transparency and documented estate plans to avoid family disputes
  • Why every wealth transfer should include a plan for passing on values, not just assets
  • Real-world strategies to gift wisely, reduce taxes, and support loved ones responsibly
  • And more!

Resources:

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The Secret Retirement Tool Hiding Behind Your House (Ep. 16)

The Secret Retirement Tool Hiding Behind Your House (Ep. 16)

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When we think about retirement income, most people imagine 401(k)s, pensions, or downsizing, but what if the most powerful income stream was already sitting in your backyard?

In this eye-opening episode, Mark Taylan explores Accessory Dwelling Units (ADUs) as a strategic financial planning tool. From boosting retirement income to supporting multigenerational living, ADUs offer creative, values-aligned solutions for families navigating aging, housing shortages, and rising care costs.

What to expect:

  • How retirees are using ADUs to unlock $4,000+ in monthly income
  • Cost breakdowns and permit incentives you need to know
  • Multigenerational living strategies that support aging parents
  • How ADUs can help adult children during job transitions
  • And more!

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How to Prevent Family Fallout After You’re Gone with Barbara Pretlove (Ep. 15)

How to Prevent Family Fallout After You’re Gone with Barbara Pretlove (Ep. 15)

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When it comes to protecting your legacy, most families don’t realize how costly estate planning mistakes can be until it’s too late. 

In this episode, Mark Taylan sits down with estate planning attorney Barbara Pretlove to unpack the real-world risks of skipping or mishandling your trust planning. From avoiding probate nightmares to understanding the difference between revocable and irrevocable trusts, Barbara shares real stories from the courtroom and the cattle ranch (yes, really) that reveal why clarity in your documents is everything.

They dive into:

  • Why wills alone don’t avoid probate in California
  • The #1 mistake families make with trusts
  • How to protect minor children without triggering guardianship court
  • Why blended families need extra care in trust planning
  • And more!

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About our Guest: 

Barbara Pretlove moved to Morgan Hill as a child and graduated from Live Oak High School in 2001. She left Morgan Hill and moved to San Diego to pursue her Bachelor’s Degree in Film and Television. Upon obtaining her degree, she moved to Los Angeles and started her own Film Production company along with her cousin and two other College classmates. Barbara spent a year as an associate producer for multiple music videos and commercials before deciding to return to school to obtain her law degree.​ In 2012, Barbara graduated with her Juris Doctorate from California Western School of Law in San Diego and returned to Northern California to begin her law career. Barbara has worked in the estate planning, trusts, and probate area of law for over 11 years and is recognized as a California Bar Certified Specialist in Estate Planning, Probate, and Trust Administration.

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