Monthly Archives: December 2021

A Conversation About Working With an Estate Planning Attorney With Jacob Samad

Understanding what goes into estate planning, and how to distinguish between the different documents is vital in planning for your future. 

In this episode, David Nienaber sits down with Jake Samad, attorney, and partner at Robbins, Kelly, Patterson, and Tucker.  They discuss some of the common questions that come up about estate planning and the different documents most people need.

Jacob discusses:

  • The importance of estate planning early on to ensure all goals will be met
  • Communication with your estate planning attorney and how changes are made to your documents
  • The healthcare power of attorney and living will, and which takes precedence 
  • The difference between having a plan set in place and not having one
  • How to store your estate planning documents 
  • And more


Connect With Jacob Samad:

Connect With Dave Nienaber:

About Our Guest:

Jacob Samad is a partner at Robbins, Kelly, Patterson & Tucker. His practice focuses in the areas of estate planning, probate estate and trust administration, business formation and succession planning, asset protection planning, and charitable giving. Jake works with individuals, families, and closely-held business owners to address personal planning issues, to help with the thoughtful transfer of assets from one generation to the next, and to assist business owners with advice concerning general business matters, which may include planning for the successful transition of the business.

A Conversation About the First Year of a Wealth Management Experience

When you make the decision to work with a financial advisor, they are going to get to know you and your financial situation to assist you in reaching your goals. 

Over the first year, they are going to meet with you and slowly address each area of your finances.

In this episode, Rachel Rasmussen and Tony Luckhardt speak about what the first year looks like when working with advisors at Foster & Motley so you can better understand what to expect. The pair dive into what you should know about the initial meeting, and how they work to address things over the first year of the relationship.

Rachel & Tony discuss:

  • The initial meeting with a financial advisor
  • Data gathering and how they ensure they have all that they need from you
  • Why there are three to four meetings the first year and what is discussed in each
  • What to expect from your financial planner and investment manager
  • And more


Connect With Rachel Rasmussen & Tony Luckhardt: