The Importance of Having a Financial Strategy Behind Your Estate Plan

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We sit down with Wealth Manager, Bruce Weinstein, to discuss the
value in having a detailed financial strategy in place when
starting to create your estate plan. In this episode, Steve and
Bruce discuss the following:

·       Financial planning and estate law
with an expert.


·       Estate planning, financial
projections, and tax implications.


·       Estate planning, liquidity issues,
and transferring assets to next generations.


·       Life insurance planning for
wealthy couples.


·       Estate planning, financial
planning, and small business ownership.


·       Financial planning and estate law
with a focus on trusts and taxes.


If you would like to speak with one of our attorneys, please call
our office at (503) 227-0200, or visit our website at
https://www.pacificcascadelegal.com.


To learn more about how Bruce can help you, you can visit his
website: https://weinsteinwealth.com/


Disclaimer: Nothing in this communication is intended to provide
legal advice nor does it constitute a client-attorney
relationship, therefore you should not interpret the contents as
such.