What really happens to your money, property, and loved ones when you die—and how much could it cost them if you don't plan properly? In this episode, estate planning attorney Tammi Caress breaks down why revocable trusts are one of the most powerful (and misunderstood) tools in estate and tax planning. She explains what a trust actually does, how it functions like a will, who benefits from it, and why avoiding probate can save your family significant time, stress, and money.

Learn more: https://apmsuccess.com/268
Watch the video: https://apmsuccess.com/268v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar

What happens to your family, your business, and the people you love when you're no longer here? In this episode, Attorney Tammi Caress shares why estate planning isn't just about documents; it's about the conversations, decisions, and people you choose long before they're needed. Listen in for practical guidance to help ensure your spouse, children, and even your pets are protected and that your plan actually works when it matters most.

Learn more: https://apmsuccess.com/267
Watch the video: https://apmsuccess.com/267v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar

What do you wish you'd known before stepping into your first attending role? In this episode, I'm joined by Dr. Jennifer Xiong, a Harvard-trained, double-board-certified anesthesiologist and interventional pain specialist, to discuss the realities physicians often aren't prepared for. We talk about the non-clinical side of medicine that hits fast and hard once training ends, from insurance denials and prior authorizations to referrals, networking, and practice dynamics. Don't miss this conversation that shines a light on what life really looks like beyond fellowship.

Learn more: https://apmsuccess.com/266
Watch the video: https://apmsuccess.com/266v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar