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Ep.302 Gabriel Shahin – Estate Planning & Legacy

Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth as he unpacks Chapter 11 of his book How The Rich Get Richer, focusing on estate planning and the legacy you leave behind.

Here’s what you’ll learn:
→ Why a will isn’t enough to avoid probate
→ How trusts work and why they matter
→ Real-life stories of estate mistakes—and how to avoid them
→ The key role of charitable giving in a legacy strategy
→ Actionable steps to protect and distribute your assets effectively

Estate planning isn’t just for the wealthy—it’s for anyone who wants peace of mind and a meaningful legacy.

📅 Schedule a Free Financial Assessment
https://www.falconwealthplanning.com/get-my-free-assessment

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Website – https://gabrielshahin.com/
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X (Twitter) – https://x.com/falconoffinance?s=21&t=5JvxhRiBuEFUCj_kGubZ2w

🔗 Follow Falcon Wealth Planning:
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For business or podcast inquiries, please contact: [email protected]