Jonathan Huza is a seasoned 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 week’s 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.

Connect with Jonathan:

Website: www.lawcornwall.com

LinkedIn: https://www.linkedin.com/in/jonathan-r-huza-98a36a18

Facebook: https://www.facebook.com/HuzaLawOffice/

With Your Guest Host Laurie Varcoe:

Laurie started in the insurance business as a State Farm Agent in Midland Ontario, in 1985. She is passionate about the wealth that individuals and business owners are leaving behind because they don’t know the rules. Laurie retired from State Farm in 2016 because she believed that she can do more and be more for her clients as an independent. Laurie has spent the last 7 years in advance study to bring conversations that can make a difference. Retirement, Estate and Legacy planning is her focus for those pre-retired and post retirees. She is a Master Mentor for Moneytrax, and a certified Cash Flo Specialist. These are wealth programs that shows where your money is now and where it could be.

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