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What You Must Know Before Building Your Incapacity Plan With Alfred Lee

Updated: Nov 25

RL039 - Retirement Lifestyle: What You Must Know Before Building Your Incapacity Plan With Alfred Lee


A power of attorney is an important cornerstone of incapacity planning.  This legal document can enable someone to provide healthcare or financial decisions on your behalf and much more.  A well organized estate plan that is up-to-date can elevate the emotional stress that unexpected emergencies bring.  We discuss this and more with our guest 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.


Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast


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

https://anchor.fm/roshan-a-loungani/episodes/RL039---Retirement-Lifestyle-What-You-Must-Know-Before-Building-Your-Incapacity-Plan-With-Alfred-Lee-emk5h8



Resources: https://www.lawpmh.com/attorney-profiles/alfred-s-lee/

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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.

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Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

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© 2018 by Roshan Loungani, CRPC®.  Vienna, Virginia

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