Achieving and Maintaining a Lifetime of Financial Comfort

Today’s show features host, LadyLawyerLive - Attorney Cynthia Rignanese, plus both founders of Aventail Wealth Management,Carol Shira and Brian Ulch.

    Where to start when planning end of life decisions about your estate?
    Do you need a will, a trust, a power of attorney?    
    Where to start when planning your money management?
    What 'team' do you need to have to assist with the process?

Cynthia Rignanese is an estate planning attorney whose practice is based in Winter Haven, Florida. She has clients from around the world. She has 26 years experience as a lawyer dedicated to helping families plan to pass funds from one generation to the next with the least hassle and expense!
                                
Brian Ulch has 18 years experience as a Portfolio Manager. Brian co-founded Aventail Wealth Management with Carol Shira with the goal to develop a wealth management firm and process to take a holistic approach to money management and deliver solutions of value to multiple generations.

Carol Shira has more than three decades of experience in the financial industry. 17 of those have been focused in the trust, estate and financial planning arena.

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