Lisa Valencia Shares Tips for Tax Season & Estate Planning

Shea Law partner Lisa Valencia joined WDIV to share key insights into our team’s approach to estate planning. She also explained why tax season is the perfect time to begin. Tax season estate planning makes sense for a simple reason: you’re already pulling together the financial information both processes require.

It [estate planning] actually is a very straightforward process. Tax season is a great time to begin because you’re already gathering all of your assets. A lot of the same information you need when you start your estate plan is the same for tax season. Once you’ve done that, you’re pretty much halfway there!” – Lisa Valencia

As Lisa explains in the segment, the process is more approachable than most people expect. After you’ve gathered your asset information for your taxes, you’ve done much of the legwork an estate planning attorney needs. From there, creating or reviewing your plan is a natural next step. It’s a great moment to put that work toward protecting your legacy and your loved ones.

Hear more of Lisa’s commentary in the full WDIV segment below.

 
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