The Importance of Having a Financial Strategy Behind Your Estate Plan

Modern Family Matters

内容由with Pacific Cascade Legal and With Pacific Cascade Legal提供。所有播客内容（包括剧集、图形和播客描述）均由 with Pacific Cascade Legal and With Pacific Cascade Legal 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

4M ago 37:05

MP3•单集首页

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.

153集单集

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