Ep35: Things Get Messy Unless You’re Prepared

Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of being part of the school’s Criminal Justice Academy, serving as an advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University of Central Florida, earning his degree on a full-time basis while working full time at Universal Studios Orlando. After college, Jamy attended Barry University School of Law where he served on the editorial board of its Law Review Journal as a Research and Technical Editor. In 2017, he graduated from Barry Law and returned to the Treasure Coast, gaining experience in estate planning, trust administration, probate administration, business planning, residential mortgage foreclosures, and evictions. Understanding the impact generational wealth has on society and setting the stage for success in generations to come, Jamy made it his mission to guide those in his community in such matters. In 2021, he graduated with his LL.M. in taxation with a concentration in estate planning from Boston University School of Law to further his mission. In his free time, he is an adjunct professor of business law at Southern New Hampshire University and continues to expand his knowledge of how to best serve his community.   Listen to this informative Tax-Alpha Solutions episode with Jamy Barreau about protecting your assets. Here is what to expect on this week’s show: What is a beneficiary designation and how does it work? Are there ways to put beneficiaries on bank accounts? When should someone start to think about a trust? Are there any veteran benefits that work together with Medicaid? What is a stepped-up basis and how does it relate to estate taxes?   Connect with Jamy: www.blegalfl.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices