Want to learn the secrets of smart estate planning strategies?
This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early.
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Today's Guest: Ali Katz
I’m a relational lawyer, entrepreneur, CEO, founder, matriarch, and new economy personal finance expert. I founded two companies, one that teaches lawyers how to serve families and business owners in ways that make a real difference in their lives. And another that supports you to be your own best legal and financial advisor first, with right-aligned decision making around legal, insurance, financial and tax matters.
I work with private clients to support the highest and best use of your time, energy, attention and money (TEAM) resources, beyond the disease of money dysmorphia, so you can allocate your resources toward what really matters. And, when I’m doing my favorite work, I support families to bridge the gap between the generations with conversations and structures around resources that lead to the highest and best use of Family Wealth, at every level.
In my free time, I do a LOT of internal healing work and self-care so I can heal the patterns of dis-ease passed on through the generations of my familial lines and I write about that as much as I can, with the hopes of showing others what’s possible, and also to leave a legacy for my children, and theirs and those that come after.
Ali's Online Presence:
Today's Panelists
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection
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