How Estate Planning and Financial Planning Work Together
My Role as an Estate Planning Attorney:
- Trust Formation & Asset Protection – Creating legally sound structures to safeguard your wealth and ensure smooth wealth transfer.
- Tax & Liability Mitigation – Implementing strategies to reduce estate taxes and shield assets from unnecessary risk.
- Legacy Planning – Crafting a plan to preserve your financial future and honor your long-term family goals.
The Role of a Financial Planner:
- Investment Management – Ensuring your trust assets are invested wisely to grow and preserve wealth.
- Tax Optimization – Advising on strategies to minimize estate, gift, and capital gains taxes.
- Retirement & Income Planning – Structuring assets to support your retirement while maintaining your estate plan’s integrity.
- Charitable & Legacy Giving – Helping maximize philan
A Trusted Financial Planning Resource: Lisa Alexander
If you are looking for expert financial guidance, I highly recommend Lisa Alexander. Lisa and I have been friends for decades, and while we have no financial arrangement or business partnership, I can personally vouch for her expertise and integrity. Once your estate plan is in place, Lisa can help ensure that your investments and financial str
Get Started with Estate & Financial Planning
If you are ready to take the next step in securing your legacy, I am here to help you establish a trust and asset protection strategy tailored to your needs. Once your legal framework is in place, I encourage you to connect with a trusted financial expert like Lisa Alexander to optimize your wealth management strategy.
Schedule a consultation today! Buil