Tag: Tax Planning
Tackling Estate Planning Myths with Greg Chilton (Ep.12)

Tackling Estate Planning Myths with Greg Chilton (Ep.12)

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How prepared are you for the unexpected? It doesn’t matter if you’re ultra-wealthy or have a humble estate; it’s time to prepare for whatever life throws at you.

Kevin Richardson sits down with Greg Chilton, a seasoned estate planning attorney, to uncover the essentials of preparing for life’s twists and turns. In a candid chat, Kevin and Greg delve into the nuances of estate planning – a subject often presumed elusive yet universally vital.

Greg shares insights into why everyone, regardless of perceived wealth, has an estate worth protecting. Together, they unpack the concepts of wills vs. living trusts, the intricacies of ‘pour-over wills,’ and much more, demystifying the process of securing your legacy to make sure your loved ones are cared for.

Key discussions include:

  • The fundamentals of what constitutes an estate
  • The roles of trusts and wills in estate planning
  • How to approach difficult decisions like guardianship
  • Tips for titling assets correctly within a trust
  • And more!

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About Our Guest: 

Greg Chilton was born in Sacramento, California, July 26, 1962; admitted to the bar, 1989, California; U.S. District Court, Northern, Eastern and Central Districts of California. Education: University of California, Davis (A.B., 1986); University of Santa Clara (J.D., 1989). Member: Monterey County Bar Association; State Bar of California. (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Legal Specialization).

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Greg Chilton is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)

Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)

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Even if you have a solid investment strategy, are you giving the same attention to other aspects of your financial life, such as tax efficiency and estate planning? 

Join Kevin Richardson to explore the multifaceted approach he takes for clients of his firm, Tactical Wealth Management.

 From initial consultations to the intricacies of investment management, estate and tax planning, insurance planning, and the comprehensive scope of creating a financial game plan, follow along for insights on navigating your unique financial journey.

Kevin discusses: 

  • What it’s like to be a client of Tactical Wealth Management
  • The initial meeting process and its significance on your financial journey 
  • His approach to investment management and unique methods for evaluating portfolio risk
  • Estate planning essentials 
  • Ensuring your assets are correctly aligned with your goals
  • The critical role of tax planning in managing your finances efficiently
  • Insurance planning and how it has changed in recent decades
  • And more!

Resources:

Connect with Kevin Richardson: 

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

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