skip to main content

Lisa Valencia Shares Tips for Tax Season & Estate Planning

March 8, 2024


Author: Lisa Valencia


Shea Law Partner Lisa Valencia joined WDIV to share key insights regarding our team’s approach to estate planning and why tax season is the perfect time to get started on your journey.


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


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


View Segment

The information in this blog post is based on general legal and tax rules and is strictly for informational purposes only. It is not intended as legal or tax advice. Readers should consult their own legal and tax advisors as to their specific legal or tax situation as it may require more complex analysis, or the consideration of other information.