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

Mastering Your Financial Life — Episode 82

In this episode of Mastering Your Financial Life, Judy Heft interviews Gail Harris, a Wealth Advisor and Certified Financial Planner™ with Wealthspire Advisors, a $25 Billion Registered Investment Advisor (RIA) firm. Gail brings a wealth of experience in financial planning, investment advisory, and wealth management. Her career has spanned various channels of finance, from Wirehouse and single family offices to trust accounts, and she is now thriving at the respected RIA, Wealthspire Advisors.

Tune in to the episode to hear about:

* The common financial issues and goals clients bring to their advisors, including the need for clarity and strategic planning in their financial lives.

* Insights into current trends in real estate investment, particularly how interest rates impact decisions about buying second homes or helping children with home purchases.

* The influence of rising interest rates on investment strategies, with a focus on how this environment is reshaping approaches to fixed income and equity allocations.

* Misconceptions about investment management and the importance of understanding the real goals of investing, beyond just achieving high returns.

* The value of professional financial advice and how fees associated with wealth management can translate into long-term benefits for clients.

Learn more about Gail Harris:

* Connect with Gail on LinkedIn: http://www.linkedin.com/in/gailmharris

* Visit Gail’s business website: http://www.wealthspire.com/

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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

Mastering Your Financial Life — Episode 81

In this episode of Mastering Your Financial Life, Judy Heft interviews Anthony Verna, Managing Partner of Verna Law, P.C., an intellectual property and advertising boutique law firm. Anthony specializes in trademarks, patents, and copyrights, helping clients create and protect their innovative ideas. His practice involves collaboration with clients across various industries to ensure their intangible assets are secured.

Tune in to the episode to hear about:

* An in-depth explanation of what constitutes intellectual property and its importance to the valuation of a business.

* Real-world challenges and solutions in protecting intellectual property, including handling cases of infringement and misuse.

* The impact of intellectual property on business strategies and the importance of having a comprehensive business plan.

* Discussion on how intellectual property rights are handled in different contexts, such as fashion and comic book industries.

* Insightful tips on navigating the complexities of patent filing and intellectual property law from an expert in the field.

Learn more about Anthony Verna:

* LinkedIn Profile: https://www.linkedin.com/in/anthonyverna

* YouTube Channel: https://www.youtube.com/@avernalawfirm

* Website: http://vernalaw.com

* Facebook Business: https://www.facebook.com/anthonyvernalaw

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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