In this episode of Mastering Your Financial Life, Judy Heft interviews Gabrielle Lese, a shareholder in the New York office of Anderson Kill and a member of the Wills, Trusts, and Estates Group. With a focus on complex estates and blended families, Gabrielle guides clients through probate administration and addresses the needs of disabled or challenged family members in estate planning.

Tune in to the episode to hear about:

• Why Everyone Needs an Estate Plan: Gabrielle stresses that estate planning is vital for everyone to communicate their wishes clearly in case of incapacity or death, involving wills and more.
• Will Importance: Gabrielle underscores the necessity of having a will to ensure assets are distributed as desired, as intestacy laws can lead to unintended outcomes.
• Trust Benefits: Gabrielle explores trusts, citing their advantages like avoiding probate, ensuring privacy, and protecting assets from creditors.
• Gifting and Trusts Overview: Gabrielle discusses lifetime gifting within trusts for asset protection and estate tax planning.

Listen to this Podcast with any of the following links:

• YouTube
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• Spotify