Advocacy, Education, and Empathy in Estate and Asset Protection With Shannon Pawley

Shannon Pawley, JD, LLM, is the Managing Partner and CEO of The Estate & Asset Protection Law Firm. The firm was established to serve the legal needs of senior citizens when their health care needs increase, focusing its entire practice on elder law and estate planning matters, encompassing areas including Medicaid, VA benefits, and special needs. With a background of two decades in leadership in the legal field and a Master of Laws in Taxation degree, she co-authored Becoming the CEO of Your Parent’s Life. Deeply committed to helping her clients age with dignity, grace, and independence, Shannon works tirelessly to prepare them and their families for the complexities of aging. She is also passionate about mentoring future legal professionals and empowering clients through education and strategic planning.

In this episode…

Many individuals don’t realize the importance of proactive planning until it’s too late. What steps can be taken to ensure that you and your loved ones are protected, no matter the circumstances?

According to Shannon Pawley, a seasoned expert in estate planning and asset protection, the key to safeguarding your future begins with early planning and choosing the right advocates. She highlights the critical importance of understanding how estate planning starts as early as age 18, with essential documents like power of attorney, which gives a designated agent the ability to make decisions for the grantor. Shannon emphasizes that proper planning can not only safeguard assets but also give individuals and their families peace of mind, independence, and dignity during some of life’s most difficult moments.

In this episode of 15 Minutes, host Chad Franzen sits down with Shannon Pawley, Managing Partner and CEO of The Estate & Asset Protection Law Firm, to discuss how advocacy, education, and empathy intersect in estate planning. Shannon shares the importance of starting estate planning early, the power of collaboration over conflict, and the significance of mentorship in shaping a meaningful career. She also talks about preserving clients’ voices and values through thoughtful planning.