Navigating the Complicated World of Estate Planning with Robert Kabacy

Dealing with the passing of a loved one is one of those unfortunate occurrences that we all must face. Even more intimidating is the notion of having all our affairs in order when our time comes. Macabre? Yes, but statistically speaking you are one hundred percent likely to die. Now when that time comes, in addition to the grief that we have to go through, there is often the headache of dealing with estates, wills, financial holding transfers, the list goes on. Unless you are an expert and many different fields, navigating those tumultuous waters can be an incredibly daunting task. This week on The Malliard Report Jim welcomes a guest that deals specifically with this field and has made it his goal to try and make the process as easy as possible. This week Jim welcomes Robert (Bob) Kabacy to the show to discuss the many intricacies of being an estate lawyer, the beautiful Oregon coast, and about his time on stage with David Copperfield.

“Robert Kabacy has been a lawyer in the estate planning and wealth transfer industries for more than twenty-five years. He grew up in the small town of Canby, Oregon, where he was a competitive swimmer. He attended law school to pursue his passion of helping others navigate a complicated legal and tax world and has an uncanny ability to explain complicated concepts in an easy to understand format. About Me is a result of the passing of his mother and experiencing firsthand the difficulty of losing a loved one while navigating the mechanics that go with it. He enjoys reading, stage/parlor magic, and outdoor activities. He still swims almost daily (though no longer competitively).”

While one may not think of estate planning as the most exciting subject to talk about (thinking about our mortality is always a bit of a downer at times) Robert is a fantastic guest, and really explains how a very complicated event can be easily managed with the least amount of proverbial headache. If you are looking for one of the best estate planners in the game, you can reach out to Robert through his practice’s website kelrun.com. You can find his book on most online retailers. Make sure to keep up to date on all the latest with The Malliard Report over at malliard.com with past shows, merch, live chat every Tuesday night (9 P.M. EST) and remember to rate and subscribe through your favorite podcast app.  

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