Estate Planning as a Subscription Service: Rethinking Legal Fees (Ep. 65)
Are you a law firm owner aiming to build a fortune that lasts generations? If so, our latest episode of The Lawyer Millionaire Podcast is a must-listen!
In Episode 65, Host Darren Wurz welcomes Bobby Sawyer, a seasoned estate planning attorney, to explore innovative strategies for securing generational wealth.
Together, they delve into innovative approaches to estate planning, including the novel concept of a subscription-based model designed to adapt to your evolving life circumstances.
Bobby discusses:
- The essential documents involved in Estate planning.
- The innovative Forever Estate Plan and its benefits.
- Why you need to select a competent trustee.
- How to safeguard your assets from increasing tax liabilities.
- Key considerations for succession planning in law firms.
- Essential estate planning tools for law firm owners.
Resources:
- Book a Call with Darren
- Wurz Financial Services
- The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz
- LinkedIn: Darren P. Wurz
Connect with Robert (Bobby) Sawyer:
- Linkedin: Robert Sawyer
- Website: Forever Estate Plan
About our guest:
Attorney Robert Sawyer, known as Bobby, is a highly skilled attorney focusing on estate planning, business law, and helping families continue their legacies. With experience representing individuals, companies, and local governments, Bobby is dedicated to providing comprehensive legal solutions to his clients.
Before embarking on his legal career, Bobby served in the United States Army Corps of Engineers, where he held the position of combat engineer platoon leader and executive officer. During his service Bobby was awarded the Bronze Star, Meritorious Service Medal, Army Commendation Medal, Army Achievement Medal.
Bobby graduated from Auburn University in 2001, obtaining a BS degree in Education. Following his military service, he pursued his passion for law and achieved remarkable success. Bobby graduated Summa Cum Laude from the Charlotte School of Law in 2011 and passed the North Carolina Bar Exam in August of the same year. Subsequently, he obtained admission to the South Carolina Bar in February 2012.
In 2015, Bobby established Sawyer Law, a law firm dedicated to providing exceptional legal counsel and services to clients. Recognizing the value of collaboration, he later co-founded Johannesmeyer & Sawyer, PLLC in June 2016, further expanding his legal expertise.
Outside of his professional pursuits, Bobby cherishes spending quality time with his family. He has his pilot’s license, loves to barbecue all sorts of meat and pork. He and his wife Katie, also an accomplished attorney serving as an Assistant District Attorney in Cleveland County, have been proud residents of Belmont, North Carolina since 2005. Together, they raise their three children.
With his diverse background, dedication, and commitment to his work, Bobby Sawyer is a trusted legal professional who continues to positively impact the lives of his clients and his community.
Podcast: Play in new window | Download | Embed