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, 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:
- Estate Planning: Live From Greenwood
- The World of Estate Planning with Lori Ann Douglass
- Estate Planning with Soco Rey
- Drumma Boy and Opening Your Third Eye to Find Your Purpose
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.