Jul 16, 2026 Season 1 Episode 86 Attorney Bob Mannor / Mannor Law Group
Are you running your life or just reacting to it?
In this episode of Advice From Your Advocates, host and board-certified elder law attorney Bob Mannor sits down with wealth management expert Joe Mackey of MKD Wealth. Together, they pull back the curtain on the critical, often ignored intersections of family caregiving, estate planning, and business succession.
Whether you are a family caregiver trying to keep the peace among siblings, a business owner neglecting your personal legacy, or a professional advisor striving to give your clients the best guidance, this conversation is a must-listen. Bob and Joe break down how “ambiguity breeds conflict” and share actionable ways to transition from daily firefighting to proactive, strategic planning.
What You’ll Learn in This Episode:
- The Caregiver Trust & Family Harmony: Why relying on “volunteer” family caregivers without clear, legally documented compensation plans is a recipe for sibling conflict (and how to fix it.)
- The Danger of “Dusty” Estate Plans: Why that 10-year-old estate planning binder in your closet won’t protect your family from massive modern tax shifts like the Secure Act.
- The Founder’s Blind Spot: How successful entrepreneurs flawlessly run their businesses but completely neglect their personal wealth and parent-care strategies.
- Avoiding the “TikTok” Trap: How to filter out the overwhelming noise of generic online financial advice and focus on curated, personalized strategies for your family’s specific needs.
Don’t wait for a medical or financial emergency to force your hand. Tune in to learn how to step out of the daily whirlwind, protect your family legacy, and gain true peace of mind.
This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.
This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.
