A Personal Welcome from the Founder
Thank you for visiting Wealth Management Law Group. I am glad that you have taken the first step in financial planning. We are here to assist you in planning the most important financial decisions affecting your (and your family’s) economic success and quality of life. For quite a while, I’ve been assisting clients with comprehensive estate plans, tax planning, trust administration, investment & fiduciary services, and business advisory services. With my help, my clients preserve their assets, protect their loved ones, and allow things to run smoothly and privately after they are gone. I acquired extensive training, education, and experience in wealth management and wealth planning services through my work in Investment and Fiduciary Services while working for one of the world’s largest financial institutions. Outside of my legal education and experience, I received training from Price Waterhouse Coopers LLP, American Bankers
Association, Institute of Certified Bankers, and Cannon Financial Institute. During my work in the banking sector, I realized that I would serve more individuals if I were to make my services available through a specialized law firm instead of a bank.
In my opinion, financial planning is as unique as the individuals it aims to protect. Most people want all types of protections in place to secure their financial assets, but do not know where to start (especially after I explain the consequences of not implementing an estate plan). That said, the harsh reality is that many people out there (2 out of 3) do not take the proper precautions to put even a simple Will or Power of Attorney in place. Even less common are individuals who consult their attorney to help plan for their children’s education, intra-family lifetime gifts, business succession planning, and the special needs of their family and loved ones.
The failure to act all but guarantees added cost, time, uncertainty, and stress for the loved ones of someone who dies or becomes mentally incapacitated at the most unpredictable time. Bottom line, it makes a hard time even harder. I understand the tendency to procrastinate. If you are at this website, odds are you feel the need to do something too. Please take the time to allow Wealth Management Law Group help protect you and your loved ones.
Sincerely,
Larissa Drohobyczer, Esq.