The Importance of Having a Financial Strategy Behind Your Estate Plan

Modern Family Matters

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23d ago 37:05

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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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