The Biltmore Financial Group

UBS Advisor Podcasts

The Blended Family


Estate Planning for the 'Blended Family'. The Blended Family unit is where one or both parents have children from a previous relationship, but they have combined to form a new family. We discuss potential areas of conflict and some estate planning solutions.

The Corporate Trustee


In this episode we discuss what is a Corporate Trustee and why families may want to consider one when executing their estate plan.

Estate Planning for the Business Owner


In this episode we discuss pre-sale and succession planning strategies for business owners and entrepreneurs.

Must-Have Legal Docs


In this episode we discuss important legal documents to consider, when they may or may not be relevant, and when to revisit if you already have them. We discuss real life stories and common pitfalls around wills, trusts, powers-of-attorney, healthcare directives, guardianship documents, and more.

Contact information

T. Ryan Moore
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
(602) 957-5140
(800) 247-1754

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