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Carl Dimailig에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carl Dimailig 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Lizette B. Sundvick, Esq. - Episode 003: Secure Your Family's Estate

33:02
 
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Manage episode 290600122 series 2912450
Carl Dimailig에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carl Dimailig 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Lizette Sundvick’s practice focuses on empowering families enhance their lives today and secure their futures for tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial, and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes values-based estate planning, wealth preservation, and asset protection. She serves those concerned about their families, professionals, business owners, real estate investors and retirees, as well as planning strategies for unmarried couples and divorced individuals.

Lizette’s training after law school has been with the National Network of Estate Planning Attorneys, WealthCounsel®, The Laureate Program for Wealth Advisors, ElderCounsel®, and Asset Protection Council. Lizette is a founding member of the Nevada Wealth Counsel Forum and was President from 2009 to 2012. She is committed to engaging in ongoing educational processes providing leadership in well tested estate planning techniques to assist families with their foundational estate plans as well as advanced wealth preservation planning. Lizette’s team provides a personal touch with concern, commitment, and competency. Lizette concentrates her practice on the Trusts and Estates area because she is passionate about helping families create safe and secure futures with peace of mind. She also enjoys public speaking and educating private groups and local professional organizations in her community.

She also has the following professional memberships: • WealthCounsel® 2003-Present • WealthCounsel® Forum 2009-Present • WealthCounsel® Forum Founding President 2009-2012 • Asset Protection Council • National Association of Insurance and Financial Advisors • National Network of Estate Planning Attorneys 1997-1999

And she also supports the following charities and associations: • Grace Church • Club Christ Ministries • Opportunity Village Legacy Society • Operation Christmas Child • Compassion International

You can connect with her at: https://www.facebook.com/SundvickLegacyCenter https://twitter.com/LizetteSundvick (@LizetteSundvick) https://www.linkedin.com/company/sundvick-legacy-center

Follow The Generational Entrepreneur Podcast through its sister social media sites: Instagram: https://www.instagram.com/angeladvisersig Twitter: https://www.twitter.com/angeladvisers https://www.facebook.com/GuardianAngelAdvisers

  continue reading

26 에피소드

Artwork
icon공유
 
Manage episode 290600122 series 2912450
Carl Dimailig에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carl Dimailig 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Lizette Sundvick’s practice focuses on empowering families enhance their lives today and secure their futures for tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial, and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes values-based estate planning, wealth preservation, and asset protection. She serves those concerned about their families, professionals, business owners, real estate investors and retirees, as well as planning strategies for unmarried couples and divorced individuals.

Lizette’s training after law school has been with the National Network of Estate Planning Attorneys, WealthCounsel®, The Laureate Program for Wealth Advisors, ElderCounsel®, and Asset Protection Council. Lizette is a founding member of the Nevada Wealth Counsel Forum and was President from 2009 to 2012. She is committed to engaging in ongoing educational processes providing leadership in well tested estate planning techniques to assist families with their foundational estate plans as well as advanced wealth preservation planning. Lizette’s team provides a personal touch with concern, commitment, and competency. Lizette concentrates her practice on the Trusts and Estates area because she is passionate about helping families create safe and secure futures with peace of mind. She also enjoys public speaking and educating private groups and local professional organizations in her community.

She also has the following professional memberships: • WealthCounsel® 2003-Present • WealthCounsel® Forum 2009-Present • WealthCounsel® Forum Founding President 2009-2012 • Asset Protection Council • National Association of Insurance and Financial Advisors • National Network of Estate Planning Attorneys 1997-1999

And she also supports the following charities and associations: • Grace Church • Club Christ Ministries • Opportunity Village Legacy Society • Operation Christmas Child • Compassion International

You can connect with her at: https://www.facebook.com/SundvickLegacyCenter https://twitter.com/LizetteSundvick (@LizetteSundvick) https://www.linkedin.com/company/sundvick-legacy-center

Follow The Generational Entrepreneur Podcast through its sister social media sites: Instagram: https://www.instagram.com/angeladvisersig Twitter: https://www.twitter.com/angeladvisers https://www.facebook.com/GuardianAngelAdvisers

  continue reading

26 에피소드

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