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Contenido proporcionado por Carol Dewey. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Carol Dewey o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Importance of Comprehensive Financial Planning for Our Golden Years

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Manage episode 371415049 series 3345764
Contenido proporcionado por Carol Dewey. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Carol Dewey o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, Carol Dewey interviews Soli Rodriguez, an Estate Planning Attorney with expertise in Estate Planning, Probate, Business, and Real Estate Law. Soli is a bilingual attorney, fluent in both Spanish and English, and holds licenses in Puerto Rico and Florida, including admission to the Southern District Court of Florida.

In this insightful conversation, Soli shares their extensive experience partnering with key attorneys to provide critical guidance and support in various legal matters. With a proven track record of success, Soli's ability to analyze complex situations, data, and documentations ensures that legal assignments are executed promptly and surpass expectations. They are resourceful and adept at anticipating and evaluating all issues to protect clients' interests while delivering professional results in demanding environments

Soli's advice to start the estate planning process early, emphasizing that it is essential for everyone, regardless of age or wealth. By proactively addressing potential challenges and protecting assets, individuals can ensure that their wishes are upheld and their retirement years can be enjoyed with peace of mind.

Tune in to this episode to gain valuable insights from Soli Rodriguez, an Estate Planning Attorney, as they discuss the significance of estate planning in navigating an abundant retirement.

  continue reading

48 episodios

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iconCompartir
 
Manage episode 371415049 series 3345764
Contenido proporcionado por Carol Dewey. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Carol Dewey o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, Carol Dewey interviews Soli Rodriguez, an Estate Planning Attorney with expertise in Estate Planning, Probate, Business, and Real Estate Law. Soli is a bilingual attorney, fluent in both Spanish and English, and holds licenses in Puerto Rico and Florida, including admission to the Southern District Court of Florida.

In this insightful conversation, Soli shares their extensive experience partnering with key attorneys to provide critical guidance and support in various legal matters. With a proven track record of success, Soli's ability to analyze complex situations, data, and documentations ensures that legal assignments are executed promptly and surpass expectations. They are resourceful and adept at anticipating and evaluating all issues to protect clients' interests while delivering professional results in demanding environments

Soli's advice to start the estate planning process early, emphasizing that it is essential for everyone, regardless of age or wealth. By proactively addressing potential challenges and protecting assets, individuals can ensure that their wishes are upheld and their retirement years can be enjoyed with peace of mind.

Tune in to this episode to gain valuable insights from Soli Rodriguez, an Estate Planning Attorney, as they discuss the significance of estate planning in navigating an abundant retirement.

  continue reading

48 episodios

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