Estate Planning Essentials
Are you ready to protect your family's future? In this informative interview, financial planner Randall Avery, CFP, CFA interviews Attorney Knox Lee, an experienced estate planning attorney, to break down the essential documents and information you need to create a comprehensive estate plan. Learn about wills, trusts, powers of attorney, healthcare directives, and the crucial steps to take to get the process underway.
Whether you're just starting to think about estate planning or are ready to take action, this video provides valuable insights to guide you. #estateplanning #financialplanning #will #trust #powerofattorney #healthcaredirective #inheritance #wealthmanagement #familyprotection
Randall Avery CFP, CFA is the founder of Deasil Wealth Management.
💡 Deasil Wealth Management | Fee-Only Financial Planning for Pre-Retirees, Practice Owners & Business Owners. Deasil Wealth Management helps pre-retirees, practice owners, and business owners take control of their finances and build wealth—without stress or confusion. As a fee-only Registered Investment Advisor (RIA), we provide personalized financial planning, investment management, and retirement strategies tailored to your goals.
www. deasilwm.com
Get in Touch With Us
We’re here to help you secure your legacy and protect your loved ones. Reach out today to schedule a consultation or ask any questions you may have about our services. Your future starts with a conversation.
*Please note, Whitney Knox Lee is licensed in Georgia and provides estate planning services to Georgia residents.
*No attorney/client relationship has been created by submission of this form. No legal advice will be provided unless and until a representation agreement has been signed and fees paid according to the legal fee schedule.