Many woman have admitted lately that they don’t have an estate plan, or even a will. This compelled her to create this discussion about the benefits of having a well-thought-out estate plan. In this episode, Julina interviews Alessandra Long, Founder and Principle of the Law Offices of Alessandra M. Messineo Long & Assoc. She discusses the importance of having an estate plan, the most important documents that everyone needs to have, and for what reasons. Alessandra also highlights the importance of maintaining accurate documentation of your beneficiaries and some of the potential legislative changes that could impact estate plans moving forward.
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180