Crafting Your Legacy: Essential Tips for Protecting Your Family's Future with Brian Tully (Ep. 191)

Mitlin Money Mindset

Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.

Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.

He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.

Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.

You will want to hear this episode if you are interested in...

• Learn more about Brian Tully and his law firm [2:42]
• What is estate planning? Why is it important? [5:38]
• Common misconceptions about estate planning [7:00]
• Why the Tully Law Group has a social worker on staff [11:48]
• Key documents for estate planning and end-of-life care [17:34]
• Get your copy of Financial Planning Made Personal! [21:23]
• Some common estate planning mistakes [22:04]
• Helping families understand the importance of planning [23:53]
• Healthcare proxies and Power of Attorney for young adults [26:38]
• Handling guardianship and inheritances for minor children [29:35]
• What Brian did today that put him in the right mindset for success [32:56]

Resources & People Mentioned

• Get two FREE chapters of Financial Planning Made Personal!

Connect with Brian Tully

• The website
• On Instagram
• On Linkedin
• On Facebook
• On YouTube

Connect With Mitlin Financial

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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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