Mastering Your Financial Life — Episode 83
In this episode of Mastering Your Financial Life, Judy Heft interviews Gabrielle Lese, a shareholder in the New York office of Anderson Kill and a member of the Wills, Trusts, and Estates Group. With a focus on complex estates and blended families, Gabrielle guides clients through probate administration and addresses the needs of disabled or challenged family members in estate planning.
Tune in to the episode to hear about:
* Why Everyone Needs an Estate Plan: Gabrielle stresses that estate planning is vital for everyone to communicate their wishes clearly in case of incapacity or death, involving wills and more.
* Will Importance: Gabrielle underscores the necessity of having a will to ensure assets are distributed as desired, as intestacy laws can lead to unintended outcomes.
* Trust Benefits: Gabrielle explores trusts, citing their advantages like avoiding probate, ensuring privacy, and protecting assets from creditors.
* Gifting and Trusts Overview: Gabrielle discusses lifetime gifting within trusts for asset protection and estate tax planning.
Learn more about Gabrielle Lese:
* Connect with Gabrielle Lese on Linkedin: https://www.linkedin.com/in/gabrielle-c-lese-683650b
* Connect with Anderson Kill on Linkedin: https://www.linkedin.com/company/andersonkilllaw/about
* Visit Anderson Kill’s website: https://www.andersonkill.com/People/Gabrielle-C-Lese
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/
Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ
Check out Judy’s published books, MASTERING YOUR FINANCIAL LIFECYCLES and HOW TO BE SMART, SUCCESSFUL, & ORGANIZED WITH YOUR MONEY: https://judithheft.com/book
