Listen Here! This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it's important that you establish a plan before taxes (potentially) go up[...]
Listen Here! This week on Make It Last Victor and Mark discuss how the Biden Administration's plans to make tax changes within the estate planning world, and how it could affect you if you fail to make your own plan. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding[...]
Listen Here This week on Make It Last Victor and Mark give you a little insight into who Victor is and how he got to where he is now. Then, Victor and Mark go on to discuss Social Security and how it is, in essence, the corner stone of your retirement plan. Finally, the guys[...]
Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go[...]
Listen Here! This week Victor and Mark discuss the client experience at Medina Law Group & Palante Wealth, and what we can provide to you! Then, Victor gives a heartwarming narrative about his employees, who make Medina Law Group & Palante Wealth Advisors feel like family. Finally, Victor gives us more info about how he[...]
This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for retirement. Vicotr is a Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNER™ so his companies work[...]
This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs - are they enough for your future? Finally, the pair[...]
This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for? Listen to the episode here! If you’re interested in attending our October 21st or October[...]
A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their[...]
The judge, Jennifer S. Callaghan, will consider the new wills for the Aretha Franklin Estate at a hearing scheduled for June 17. Click here to read more. [...]