Mitlin Money Mindset®
Crafting Your Legacy: Essential Tips for Protecting Your Family’s Future with Brian Tully, Episode #191
Key Takeaways
- What is estate planning? Why is it important?
- Common misconceptions about estate planning
- Why the Tully Law Group has a social worker on staff
- Key documents for estate planning and end-of-life care
- Some common estate planning mistakes
- Understanding the importance of planning
- Healthcare proxies and Power of Attorney for young adults
- Handling guardianship and inheritances for minor children
Meet the Guest
Brian Tully
Brian Andrew Tully, Esq. is the founder and managing partner of Tully Law Group, PC. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial and health care realms. Brian has been practicing elder care law and estate planning since 1998 and has been Certified as an Elder Law Attorney by the National Elder Law Foundation since 2003. Tully Law Group, PC focuses on helping their clients provide for their loved ones through creative estate planning, protecting their assets from financial risks and helping them to maintain their peace of mind and family relationships as they age. We are known for our unique and comprehensive elder care service called Life Care Planning which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention. The firm also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.
Show Notes
Most people think estate planning is just about “who gets what when I’m gone.” But the real pain lies in what happens before that moment when decisions must be made, care is needed, and the legal red tape gets overwhelming. Only 1 in 4 Americans has a will. Even fewer have a complete plan. Without proper guidance, families are left exposed to costly delays, public probate proceedings, and legal battles they never saw coming.
In this episode, Brian Tully, Esq., founder of Tully Law Group shares how he helps families navigate the legal and financial challenges of aging. His approach combines asset protection, long-term care coordination, and Medicaid qualification alongside traditional elder law services. You’ll learn why having a Durable Power of Attorney and Healthcare Proxy is just as vital for an 18-year-old as it is for an aging parent.
Brian also unpacks the steps to protect inheritances for minor children, avoid guardianship disputes, and ensure your wishes stay private. If you want to avoid DIY mistakes and bring JOY to your family during life’s toughest transitions, this episode gives you the clarity and direction you need to take action.
Resources
Will you be able to enJOY the Retirement you envision?
Sending your child to college will always be emotional but are you financially ready?
Doing your taxes might not be enJOYable but being more organized can make the process less painful.
About the Podcast
Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.
Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.
We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️