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Planning Out A Legacy Through Estate Planning - Money Moves Powered By Greenwood

Money Moves Powered By Greenwood

Hey, there Money Movers! This week we are all about estate planning.


Tanya is joined by Lori Anne Douglass, Co-Chair of the Diversity Committee of the Trusts and Estates Section of the New York State Bar Association, to help educate us about estate planning and leaving a legacy.


She covers it all from best times to start estate planning, what counts as an "Asset," the difference between a will and a trust, revocable and irrevocable trust, and so much more.


If you have not thought about estate planning, trust us, you are going to want to start.


Host IG: @itstanyatime

The best way to reach Lori is through her email: lori@drestatecounsel.com


learn more about her services at: drestatecounsel.com/about

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Planning Out A Legacy Through Estate Planning - Money Moves Powered By Greenwood