This episode, join Financial Expert, Frank Lovaglio, Founder of SFM, and Estate Attorney, Regina Rabitaille, Partner of Nelson Mullin, who explains why estate planning is as much about protecting assets while you’re alive as it is about what happens after you die, emphasizing collaboration between financial advisors, estate attorneys, and CPAs.

Listeners learn the critical importance of funding — retitling assets and updating beneficiaries — to make trusts and LLCs effective, and hear practical examples of how clear documentation prevents costly disputes.

The show also covers the emerging series LLC, its potential benefits and risks, fee ranges for basic to complex plans, and why proactive, coordinated planning is the best defense against litigation and family conflict.

Want personalized guidance?

Get to know Regina Rabitaille of Nelson Mullins: https://www.nelsonmullins.com/

📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/

📌 Schedule a consultation: https://go.oncehub.com/SecurityFinancialManagement

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Fund the Trust—or Risk Probate: Estate Planning Mistakes Exposed