Planning Out a Legacy Through Estate Planning

Hey, there Money Movers! This week we are all about estate planning.

Tanya is joined by Lori Ann Douglass, Co-Chair of the Diversity Committee of the Trusts and Estates Section of the New York State Bar Association, to help educate us about estate planning and leaving a legacy.

She covers it all from best times to start estate planning, what counts as an asset, the difference between a will and a trust, revocable and irrevocable trust, and so much more.

If you have not thought about estate planning, trust us, you are going to want to start.

 

Guest: Lori Ann Douglass, Partner, Douglass Rademacher LLP

Guest: Lori Ann Douglass, Co-Chair of the Diversity Committee of the Trusts and Estates Section of the New York State Bar Association

Time: 20 min

The best way to reach Lori is through her email: lori@drestatecounsel.com

Learn more about her services. 

Listen to more episodes from week 3:

If you missed week 2, you can easily catch up here.

 

About the Host

Tanya Sam

Tech savvy businesswoman Tanya Sam is the Director of Partnerships at TechSquare Labs, a technology startup hub and venture capital fund. Since 2016, TechSquare Labs has invested in over 30 companies and those companies have raised over $300 million dollars in venture capital and generated over $100 million dollars in revenue.

She is passionate about creating pathways to bring more women and minorities into business and technology.

Learn more about Tanya.

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