top of page
  • roshanloungani

Estate Planning with Alfred Lee

RL019 - Retirement Lifestyle: Estate Planning with Alfred Lee

Wills, trusts and other estate planning documents can protect and preserve assets for individuals and businesses.  A properly structured estate plan can shield against unforeseen liabilities such as a lawsuit  We discuss the importance of estate planning with Alfred Lee.

Alfred Lee obtained his law degree from the University of Notre Dame and is currently an Estate Attorney for Pluymert, MacDonald, Hargrove & Lee, Ltd.  Al concentrates his practice in the areas of estate planning, administration and asset protection/bankruptcy  Alfred can be reached at

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.

Roshan can be reached at  or at 202-536-4468.  

Erik can be reached at or 815-940-4652.


Listen to the whole episode on our website here:

OR for links to your favorite platform like Spotify, iTunes and so on go here:

Follow Us At:

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

559 views0 comments


bottom of page