The Importance of Having a Financial Strategy Behind Your Estate Plan

Modern Family Matters

Innehåll tillhandahållet av with Pacific Cascade Legal and With Pacific Cascade Legal. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av with Pacific Cascade Legal and With Pacific Cascade Legal eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

1M ago 37:05

MP3•Episod hem

We sit down with Wealth Manager, Bruce Weinstein, to discuss the value in having a detailed financial strategy in place when starting to create your estate plan. In this episode, Steve and Bruce discuss the following:
· Financial planning and estate law with an expert.

· Estate planning, financial projections, and tax implications.

· Estate planning, liquidity issues, and transferring assets to next generations.

· Life insurance planning for wealthy couples.

· Estate planning, financial planning, and small business ownership.

· Financial planning and estate law with a focus on trusts and taxes.

If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.

To learn more about how Bruce can help you, you can visit his website: https://weinsteinwealth.com/

Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

142 episoder

#Society #Relationship #Podcasting Education #Kids And Families #with Landerholm Family Law