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 alee@lawpmh.com
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 roshan.loungani@aretewealth.com or at 202-536-4468.
Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.
Resources:
Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast
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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.