Category: Estate Planning

Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement

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[...]

Make It Last – Ep 142 – Social Security: The Best Plan Going Forward

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[...]

Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years

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[...]

Make It Last – Ep 140 – Our Clients Are Family

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[...]

Make It Last – Ep 125 – Get To Know Medina Law Group & Palante Wealth Advisors

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[...]

Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You

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[...]

Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

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[...]

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

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[...]

Judge Jennifer S. Callaghan Considering New Wills for Aretha Franklin Estate

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.  [...]

The Challenges of Estate Planning With Family Dynamics

Squabbling siblings, spendthrift heirs, and hostile step-relatives aren’t just the stuff of television drama. These characters often turn up in families, too, which can make estate planning challenging. Click here to read more.[...]