February 28 2018

MRW - Podcast - Raj Goel (guest) - February 28, 2018

This week, Drew and Tom are joined by Raj Goel.

For almost twenty years, business owners, professionals and retirees concerned about death, disability or other life changing events and the impact they could have upon their loved ones, have actively sought Raj’s counsel in addressing all of their estate planning needs. Aside from Raj's experience and technical skills with these complex and emotional issues, his clients come to him because they know he genuinely cares for them and is willing to go to great lengths to ensure the terms of their estate plans are customized to meet their individual goals. Over the years, this relationship-oriented approach has allowed Raj to build his practice solely by word-of-mouth referrals and is the reason why many other attorneys use him to address their own legal needs.

The following are examples of cases Raj has recently handled:

  • Assisted a business owner in addressing the practical issues of how her business, which is the largest asset she owns, could continue to remain viable if she were to suddenly die or become incapacitated
  • Advised parents on how best to structure their wills and trusts to minimize their estate tax exposure and ensure that the assets will be properly administered for the benefit of their two children, one of which has Down’s Syndrome and the other who will never be capable of making good financial decisions
  • Counseled a widow on how to administer her late husband’s estate, while dealing with a potential challenge to the Will by her step-son

February 21 2018

MRW - Podcast - OPEN SHOW - February 21, 2018

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

February 14 2018

MRW - Podcast - OPEN SHOW - February 14, 2018

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

February 7 2018

MRW - Podcast - OPEN SHOW - February 7, 2018

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

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