Build Your Fortress!

The Reynolds family thought a will was enough — until probate turned their inheritance into a two-year ordeal. Learn why trusts often provide faster, smoother transitions.

Legal plans mean little if your family’s not on the same page. Chad breaks down how to host a family meeting that brings clarity—and protects relationships.

A disorganized estate leaves chaos behind. In this episode, Chad Brocato outlines the exact checklist to avoid burdening your family with a financial scavenger hunt.

Are you building a legacy—or just preparing a legal file? Chad Brocato unpacks how your daily values shape your real inheritance—and why legacy starts long before legal.

Legal documents matter - but so does your voice. In today's episode, Chad shares why every estate plan needs a personal letter your family will cherish. Learn how to write it - and why it matters mor…

More investors are putting real estate into trusts to enhance privacy, reduce risk, and simplify transfers. Chad explains how it works—and why smart structuring makes all the difference.

Retirees are often unprotected despite having significant wealth. Chad shares real stories and practical strategies for shielding your assets during the golden years—before it’s too late.

Revocable trusts help avoid probate—but they don’t protect assets from lawsuits. Learn what they can and can’t do—and how to layer in protection the right way.

Dynasty Trusts are powerful tools for multigenerational wealth protection. In this episode, Chad explores how they work, who needs them, and how new tax laws have made them more valuable than ever.

Lifetime Asset Protection Trusts are one of the smartest ways to protect inheritances from lawsuits, divorce, and bad decisions. In this episode, Chad breaks down how they work and who should conside…

You don’t need to be perfect—you need to be protected. Today’s episode breaks down how smart investors structure their assets to become lawsuit-resistant and hard to target.

Most people don’t know what they’re exposed to—until it’s too late. Today’s episode walks you through the step-by-step asset audit that protects what you’ve built.

Don’t let out-of-state real estate drag your family into multiple court battles. Today’s episode shows how trusts—and smart titling—can save you time, money, and stress.

Your home may be your sanctuary—but is it protected from creditors or lawsuits? Today’s episode breaks down homestead protection with Florida as a case study—and how to check your own state’s laws.

Today’s episode exposes a costly insurance mistake—and how to layer protection with general liability and umbrella policies. A must-hear for business owners and investors.

If you disappeared today, could your family or business survive tomorrow? In today’s Build Your Fortress, Chad shares how to build an emergency plan that protects your people.

Even a perfect estate plan fails if your deed is wrong. In today’s Build Your Fortress, Chad explains how title errors destroy plans—and how to get it right.

Outdated beneficiary forms can override your will. In today’s Build Your Fortress, Chad shares how this common mistake costs families millions—and how to avoid it.

A weak operating agreement can turn a minor disagreement into a financial disaster. In today’s Build Your Fortress, Chad reveals the hidden risks in DIY documents—and how to fix them.