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EP 094 Matthew Erskine, managing partner – Erskine & Erskine LLC
Grow Your Business and Grow Your Wealth
English - May 04, 2022 04:00 - 29 minutesInvesting Business Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions.
Matt has a particular expertise in the stewardship of unique assets that few other estate planning and trust attorneys or family offices can match. Working with collectors of coins, fine art, jewelry, heirlooms, and other valuable assets, as well as owners of real estate and family businesses, Matt brings his and his family’s generations of experience and intimate knowledge of unique areas of the law to help clients achieve their desired investment and personal goals. This includes strategic planning and execution on forming operating and non-operating foundations.
Matthew’s insights include:
Why “a will is a photograph and a trust is a movie”
The challenges he faced with clients due to changes like the pandemic
Why “something is better than nothing” when creating your estate plan
What a power of attorney is and the role it plays
What clients can do to make the process easier
Enjoy the show!
Connect with Matthew:
Website: www.erskineco.com
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions.
Matt has a particular expertise in the stewardship of unique assets that few other estate planning and trust attorneys or family offices can match. Working with collectors of coins, fine art, jewelry, heirlooms, and other valuable assets, as well as owners of real estate and family businesses, Matt brings his and his family’s generations of experience and intimate knowledge of unique areas of the law to help clients achieve their desired investment and personal goals. This includes strategic planning and execution on forming operating and non-operating foundations.
Matthew’s insights include:
Why “a will is a photograph and a trust is a movie”
The challenges he faced with clients due to changes like the pandemic
Why “something is better than nothing” when creating your estate plan
What a power of attorney is and the role it plays
What clients can do to make the process easier
Enjoy the show!
Connect with Matthew:
Website: www.erskineco.com
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices