Protecting What Matters Most: Estate Planning for Women with Allison Dolzani [Ep. 166]
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Estate planning goes beyond documents—it’s about protecting loved ones, achieving financial independence, and aligning plans with long-term goals.
In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, sits down with Allison Dolzani, estate planning attorney and partner at Julie Kessler, LLP, to explore strategies tailored to women navigating major life transitions like divorce, widowhood, or retirement.
They discuss critical topics, including naming guardians for minor children, safeguarding inherited assets, and maintaining up-to-date estate plans. Allison also emphasizes the importance of foundational documents like healthcare proxies, powers of attorney, and trusts in creating a solid plan.
With actionable insights on avoiding costly mistakes and tailoring plans to personal and family goals, Allison provides a clear roadmap for building an estate plan that safeguards your future and protects what matters most.
Key Points Covered:
- Unique Considerations for Women: Proactively update estate plans after major life events and align documents with custody agreements.
- Guardianship Essentials: Designate primary and successor guardians to ensure your children are cared for according to your wishes.
- Critical Documents: Secure essential documents such as wills, trusts, healthcare proxies, and powers of attorney for comprehensive protection.
- Managing Inherited Assets: Protect personal wealth from marital commingling and preserve assets for future generations.
- Legacy Planning: Create a lasting impact by incorporating charitable contributions or personal wishes into your estate plan.
- Tax Planning: Navigate challenges like New York’s “cliff tax” and take advantage of exemptions tailored for single women.
- Empowering Financial Independence: Use estate planning to confidently manage transitions, secure financial stability, and achieve long-term goals.
- And much more!
Actionable Takeaway: Estate planning is vital to stabilizing your family’s future and building financial independence. Start today by consulting an estate planning professional to create a plan tailored to your unique needs.
Connect with Larry Heller:
- (631) 248-3600
- Schedule a 20-minute Call
- Heller Wealth Management
- LinkedIn: Larry Heller, CFP®, CDFA®, CPA
- YouTube: Life Unlimited with Larry Heller, CFP®
Connect with Allison E. Dolzani:
About Our Guest:
Allison Dolzani specializes in estate planning, estate administration, and Surrogate’s Court practice. Allison represents domestic and international individuals and multigenerational families in sophisticated estate planning, emphasizing minimizing the impact of gift, estate, generation-skipping transfer, and income taxes.
Allison joined the firm in September 2018. Before joining Julie Kessler LLP, Allison was an associate at a New York City law firm focused on estate administration and litigation.
Allison earned her law degree from Touro Law School. While in law school, Allison served as Research Editor of Touro Law Review and authored Intellectual Property and Constitutional Law articles. Allison graduated magna cum laude from Western New England University with a Bachelor of Arts in Philosophy.