Tim Borchers Featured on 3 Questions in 3(ish) Minutes and Smart Money Conversations
Founder and Partner Tim Borchers recently appeared as a featured guest on two podcasts, Sapers & Wallack’s 3 Questions in 3(ish) Minutes and Smart Money Conversations, for discussions that go beyond estate law, offering a glimpse into the experiences that have shaped his career, approach to serving clients, and book, “Saving the Family Cottage.”
In the 3 Questions in 3(ish) Minutes episode, Tim covers:
- The best advice he has received to help him get to where he is today
- The most meaningful or impactful challenge he has helped a client solve
- The most impactful book he has read in his career
To hear Tim’s answers, listen to the full episode here.
In the Smart Money Conversations episode, Tim provides best practices for protecting shared family property through multiple generations, including:
- Why an LLC with a comprehensive operating agreement is the gold standard for maintaining ownership of a shared vacation property
- What a well-drafted operating agreement actually covers (broken down into the AUGUST framework), and why you need one
- How families can plan for ownership transitions, buyouts, and exits before conflict arises
- Why families need to put a plan in place ASAP before the death of family members, and the real consequences families face without one
- How to ensure estate planning tools, such as trusts, wills, and LLC agreements, work together across multiple generations
To learn more about keeping your valuable vacation property in the family, listen to the full episode here, and learn more about Tim’s book, “Saving the Family Cottage.”
If these conversations sparked questions about estate planning, trusts, or preserving family properties, please reach out to Tim or any member of our team.
Tim is a sought-after attorney, public speaker, and trainer on the topics of estate planning, family legacy, and trusts. Along with being an accomplished writer and editor, he has developed numerous trademarked programs and resources that make the estate planning and probate processes more accessible, organized, and easily maintained, including but not limited to Inheritance Trusts™, TrustSupport™, and the Heirloom Ownership Trust™.
