Wealth Lessons from a Young Entrepreneur | Smallwood
Video Posted: October 15, 2025 JOHN: I’m talking to BRAVEN GRANT. We’re talking about your company today, Gains. You’d personally made a million dollars taxable—felt excited for maybe five seconds. BRAVEN: Then I knew the taxes that were coming as a part of it. I really thought a million dollars would do something for me. […]
Estate Planning Mistakes to Avoid | Smallwood Wealth
Video Posted: October 8, 2025 John: People ask me all the time, “Should I give my house to my kids while I’m alive?” My answer is always no. Please don’t do that. You’ll lose the step-up in basis, and you’ll also expose your home to your kids’ creditors. Michael: Exactly. So many people come in […]
Remember the Benefits of Estate Planning
Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough […]
A Refresher on Estate Planning Basics
Estate planning is a big deal. It’s a way for us to leave what we’ve built over the course of our lives to our loved ones. Gifts of property and belongings can pass on a sense of family, care, and love and can also help your loved ones financially. So, what is the first and […]
Protecting and Passing Down Your Financial Legacy
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent […]