S5 EP 9 | The Wealth Trifecta: How to Legally Build, Protect, and Pass Down Your Wealth

Learn how to structure your business, investments, and estate like the wealthy with the Wealth Trifecta. In this episode, KKOS Senior Attorney Ashley Burr joins the SARE Ladies to explain how to legally build, protect, and pass down your wealth through smart entity planning, tax strategy, and trusts. Perfect for real estate investors and entrepreneurs who want to keep more of what they earn - and create lasting generational wealth.

How to find Ashley: ⁠[email protected]⁠

Disclosure:
Legal Disclosure for the SARE Ladies Podcast. The following is an important legal disclosure regarding the content of our podcast:
Entertainment Purposes Only: The content provided in all episodes of the SARE Ladies podcast, including discussions, opinions, interviews, and any other type of content, is intended solely for entertainment purposes. It should not be considered professional, financial, legal, or any other type of advice.
No Professional Advice: The hosts, guests, and producers of the SARE Ladies podcast are limited professional advisors. The content provided should not be relied upon for making any personal, financial, or business decisions. We strongly encourage our listeners to seek advice from qualified professionals before making any decisions based on the content of this podcast.
No Liability: The creators, hosts, and producers of the SARE Ladies podcast shall not be liable for any errors or omissions in the content provided, nor for any actions taken by any listener based on the information provided in the podcast. Any reliance you place on such information is therefore strictly at your own risk.
No Endorsement of Investments: While we may discuss a range of topics, including investments and financial strategies, such discussions are for illustrative and entertainment purposes only. The SARE Ladies podcast does not endorse or recommend any specific investments or financial products.
Consult Professionals: We strongly advise our listeners to consult with a qualified professional for advice tailored to their personal circumstances before making any investment or financial decisions.

By listening to the SARE Ladies podcast, you acknowledge and agree to this disclaimer and understand that the content provided is not intended to replace professional advice. 


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