David Lucas is an associate in the Estates & Trusts and Business & Tax practice groups, focusing his practice in Estate Planning, Trust and Estate Administration, Business, and Elder Law. He provides extensive estate and legacy planning, asset protection planning, retirement planning, and business planning services to individuals and businesses. His main objective is to provide his clients with a well-crafted estate plan so they may avoid probate, protect their assets and legacies, and provide for the security of their loved ones.

Listen to this informative Legacy Leaders episode with David Lucas about Importance of Strategizing Estate Planning, Triggers for Estate Planning, Continuously Reviewing and Updating your Estate Plan, Role of Wills & Power of Attorney and Importance of Professional Advice in Estate Planning.

Here is what to expect on this week’s show:

●    Uncover the paramount importance of strategizing your estate planning to achieve both short and long-term objectives

●    Discover the necessity of continually reviewing and updating your estate plan to ensure it always aligns with your current situation

●    Understand the indispensable role of wills and durable power of attorney in protecting your assets

●    Learn the value of appointing guardians for your underage children as part of your well-crafted estate plan

●    Realize why seeking wisdom from the professionals is the key to comprehensive estate planning

Connect with David Lucas:

Website: https://www.millermillercanby.com/

LinkedIn: https://www.linkedin.com/in/david-lucas-80945a7/

Email: [email protected] 

With your Guest Host: Silvanna Valencia

Silvanna is an energetic real estate consultant with an in-depth focus and expertise in maximizing property values through strategic marketing and thoughtful pre-sale planning. She takes a data-centric approach to every real estate transaction. She is committed to achieving superior service, which comes naturally after serving in the U.S. Army Military Intelligence Corps for 12 years. In addition, she's attended some of the most demanding and comprehensive real estate mastery programs while managing small and large home renovation projects for the past six years. She's a mom of two boys, the wife of a decorated retired military officer, the daughter of Colombian immigrants, a dog lover, and a legacy leader.

Connect with Silvanna Valencia:

Website: https://www.silthedeal.com/

LinkedIn: https://www.linkedin.com/in/silvanna-valencia-847569161/

Instagram: https://www.instagram.com/life_in_north_bethesda/

YouTube: https://www.youtube.com/channel/UCWlHt2ZFhjUnCY6Yecb7Ptw

Phone: (410)-733-8661

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