Creating a Lasting Impact Through Thoughtful Legacy Planning with Tim Gorman

THE EMPOWERED WOMAN, Visibility Strategy, Brand Awareness, Business Growth, Marketing, Sales

Join us as we explore the intricate world of legacy and estate planning, not just focusing on financial assets but also the emotional and personal elements involved. I'm thrilled to be joined by Tim Gorman, a real estate broker and the author of "Tangled Legacy," who shares his personal journey and insights into this crucial topic. Tim's book was inspired by his own experiences following the passing of his father, who was both his business partner and mentor. We discuss the importance of preparing for the inevitable and how addressing these matters early can prevent complications for loved ones. Tim offers practical tips on starting the legacy planning process, emphasizing the importance of leaving behind not only financial assets but also values and intentions.

Listen in as we unravel the complexities of estate planning, where interpersonal dynamics often prove more challenging than logistics. Instead of starting with an attorney, Tim suggests finding a "quarterback" to coordinate various professionals, ensuring that your personal goals are met. With engaging sports analogies, we make these concepts relatable and address common pitfalls, such as misconceptions about storing estate documents. Estate planning is presented as a living, adaptable process that benefits from early action and incremental adjustments over time.

About Tim:

Licensed Real Estate Broker | Investor | Author

• Over a decade of expertise in multifamily investments and strategic wealth-building.

• Specialized in legacy and estate planning, managing real estate assets for clients.

• Successor trustee with experience in handling complex estates.

• Author of Tangled Legacy: Turning Estate Planning Mistakes into Successes.

• Contributor to Apartment News Magazine and Cash-In on the Myths of Real Estate.

• CPA (inactive) with auditing experience at KPMG and corporate executive roles in marketing and fund administration.

Connect with Tim:Website: www.dgrealtyadvisors.com LinkedIn: Tim Gorman

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