top of page

Building Trust Through Personalized Estate Planning Services

Writer's picture: Aurelie SaizAurelie Saiz

Jonathan Huza is a lawyer specializing in estate planning, real estate, and corporate commercial law. He assists high-net-worth individuals, business owners, and farmers in creating tailored estate planning solutions. Jonathan emphasizes the importance of professional guidance in estate planning, as misconceptions often lead to issues such as improper asset distribution and invalidation of wills. He highlights a case where proper estate planning resulted in over $100,000 in probate tax savings for a wealthy widow. Jonathan values the trust of his clients and takes their personal and financial information seriously, aiming to provide a stress-free and beneficial experience.


Listen to this informative Legacy Leaders episode with Jonathan Huza about building trust and estate planning.


Here is what to expect on this show:

  • Jonathan explains many people often mistakenly believe they don't need a will if they have few assets or can save money by creating a will on their own, leading to potential issues. 

  • Jonathan discusses how consulting with an estate planning lawyer and ensuring assets are held correctly can help individuals avoid stress and complications during estate distribution, allowing them to focus on more important matters during a difficult time.

  • Jonathan values being a trusted confidant for his clients and takes their personal information seriously. By establishing rapport and trust with his clients, he aims to positively contribute to their financial and estate planning needs, creating a stress-free and beneficial experience for them.


To learn more about Legacy Leaders Network: https://www.youtube.com/@pinnaclelegacylaw3148

0 views0 comments

Comments


bottom of page