EP 09 - Megan Whipp, Staying Out Of Court

Making a living as an agent or any other kind of independent business person comes with a certain amount of risk, including being summoned to court to answer for events that may or may not have happened. Legal battles can be timely and expensive, but being proactive and knowing where you are exposed can be huge to getting out ahead of it.

What You’ll Learn

• The broad scope of how Megan and other attorney’s can help agents and entrepreneurs

• Why it’s better to hire an attorney now to help you keep more of your money rather than have to pay one later and also pay fines and/or damages

• Why it’s important to analyze your exposure instead of just assuming because you’re doing nothing wrong that you can’t be sued

• Why the bigger you grow the more likely you are to be victim to a frivolous lawsuit

• Why some things are better expressed in writing for the realtor client relationship

• Why text messages are just as likely to show up in court as your emails

• More about how a will operates and what needs to happen if a house is willed to you and that person is deceased

Favorite Quote

“Whether the agent is liable or not is not even the question, because you can always be sued… The question isn’t “Did I make a mistake,” it’s “Where’s my exposure?’”

-Megan Whipp

Connect With Megan

Website: www.whipplaw.com

FB: https://www.facebook.com/whipplaw

Linkedin: https://www.facebook.com/whipplaw

Megan L. Whipp is a distinguished attorney and licensed real estate agent, recognized for her expertise in wealth preservation and values-based planning. With years of experience, Megan has dedicated her legal practice to serving individuals, business owners, entrepreneurs, and real estate investors, providing tailored solutions to meet their unique needs and maximize legal protections.

Megan's specialization in asset protection, trust administration, and probate, along with her proficiency in business formation services, sets her apart as a leading expert in her field. She has a deep understanding of the complexities involved in safeguarding assets and ensuring the seamless transfer of wealth. Her comprehensive approach to trust administration and probate ensures that her clients' wishes are honored and their legacies preserved.

In addition to her legal practice, Megan is a licensed real estate agent, further enhancing her ability to serve her clients with a holistic perspective on wealth management and real estate investments. Her dual expertise allows her to offer invaluable insights and strategies that align with her clients' overall financial goals.

Megan is passionate about building long-term relationships with her clients, emphasizing personalized service and attention to detail. She is committed to understanding her clients' values and objectives, and she works diligently to create customized plans that reflect their unique circumstances.

Throughout her career, Megan has been praised for her strategic thinking, problem-solving skills, and unwavering dedication to her clients' success. Her reputation as a trusted advisor is built on a foundation of integrity, professionalism, and a genuine desire to make a positive impact in the lives of those she serves.

Join us as we delve into Megan's journey, exploring her insights on wealth preservation, asset protection, and the critical role of values-based planning in achieving financial security and peace of mind.