Protecting What Matters Most: Estate Planning for Women with Allison Dolzani [Ep. 166]

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December 11, 2024 • 20 mins

Estate planning goes beyond documents—it’s about protecting loved ones, achieving financial independence, and aligning plans with long-term goals. In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, sits down with Allison Dolzani, estate planning attorney and partner at Julie Kessler, LLP, to explore strategies tailored to women navigating major life transitions …

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Protecting What Matters Most: Estate Planning for Women with Allison Dolzani [Ep. 166]