Sandra Portney, a highly skilled attorney with over 25 years of experience in corporate and real estate transactions, tax succession, estate planning, and business disputes. Sandra's passion for helping entrepreneurs and businesses succeed shines through her work with both emerging and established companies, along with nonprofit organizations. She is a proud graduate of Arizona State University College of Law and has a fascinating background in business, having run her own successful company for seven years before pursuing her legal career. Sandra's expertise in estate planning and business succession is a valuable asset to any small business owner looking for guidance and support in building a comprehensive plan for the future.
Listen to this informative Legacy Leaders episode with Sandra Portney about Personalized Estate Planning, Limitations of Cookie Cutter Solutions, Maintaining an Accurate Financial Record, Creating a Business Succession Plan, and Mitigating Legal Disputes.
Here is what to expect on this week’s show:
● Appreciate the power of personalized estate planning in securing your financial legacy
● Recognize the limitations of cookie-cutter solutions like LegalZoom for your unique needs
● Keep track of noteworthy updates or transactions to maintain an accurate financial record
● Create a robust business succession plan to facilitate a smooth transition during unforeseen events
● Mitigate legal disputes by employing foresight and planning in your business succession strategy.
Connect with Sandra Portney:
Website: https://www.warnerangle.com/
LinkedIn: https://www.linkedin.com/in/sandra-portney-7a92605/
Email: sportney@warnerangle.com
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