We develop comprehensive plans that incorporate the legal, financial, and health care needs of our clients.
We develop comprehensive plans that incorporate the legal, financial, and health care needs of our clients.
In “Legally Speaking with LawyerLisa – Episode 1,” Lisa emphasizes that estate planning is not about morbidity, but rather about giving people and their families peace of mind and protection as life changes. She outlines key legal tools like wills, powers of attorney, and trusts, and stresses that these documents should evolve over time. The message encourages viewers to take proactive steps instead of leaving matters unaddressed until crisis strikes.
In Episode 2 Lisa explains why updating your financial and healthcare powers of attorney is essential to protect yourself and your loved ones. She highlights how choosing the right agents—and backups—can prevent costly conservatorship proceedings and ensure your wishes are honored in both financial and medical decisions. Lisa emphasizes that these documents should evolve with your life circumstances and serve as a roadmap for your trusted decision-makers.
In this week’s session, Lisa walks us through the essentials of wills: what they are, why they matter, and how they fit into a broader estate plan. Whether you’re drafting your first will or revisiting an existing one, this video gives you the knowledge you need to protect your loved ones and your legacy.
In this week’s episode, Lisa breaks down one of the most misunderstood tools in estate planning — trusts. She explains the difference between revocable and irrevocable trusts, how proper funding makes or breaks their effectiveness, and why updating your trust is just as important as creating one. Lisa also shares how trusts can protect you during incapacity, ensure your wishes are carried out, and keep your family matters private.