Proper Estate and Tax Planning Is A Must

Saturday, November 15, 2025

Join hosts Greg Elie and Patti Jaynes on My Money Is Safe with Greg Elie as they sit down with Chace Campbell of ChaceLaw in Greenville for an eye-opening episode. After 36 years in finance, Greg admits he didn’t know “living probate” existed—until a client’s $2M secret account landed in court-ordered conservatorship. Chace reveals why every teen needs an estate plan the moment they turn 18, shocking Greg with the truth about how parents lose legal authority in their child’s medical decisions at adulthood. Discover essential estate planning insights to protect your estate, your family, and your wishes by using the right legal tools (especially trusts) to bypass probate, court intervention, and family conflict.

Greg also shares a new phone number for listeners to connect with them directly—call 1-800-808-5514 to reach him or the team.

Packed with actionable intel for listeners, this episode offers real-world guidance to help you safeguard your legacy.

Want to connect with Chace or learn more about protecting your estate? Head to mymoneyisafe.com for more info and also grab your copy of Greg’s book, Prosperity Plan ABCs.