The Importance of Having a Financial Strategy Behind Your Estate Plan

Modern Family Matters

Το περιεχόμενο παρέχεται από το with Pacific Cascade Legal and With Pacific Cascade Legal. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον with Pacific Cascade Legal and With Pacific Cascade Legal ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1M ago 37:05

MP3•Αρχική οθόνη επεισοδίου

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.

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