Kristen J. Wilson is a Virginia-based Legacy and Estate Planning Attorney with a strong passion for helping individuals and families navigate estate planning complexities. Raised in Detroit and an alumna of Howard University, her legal journey was influenced by her early experiences in the entertainment industry. She earned her Juris Doctor degree, a Master of Laws in Taxation, and a Certificate in Estate Planning from Georgetown Law. She takes a fresh approach to estate planning, emphasizing creativity and design to ensure her clients' legacies align with their unique aspirations and values. The preservation of the emotional significance of personal belongings in estate planning is something Kristen deeply resonates with, further highlighting her holistic approach in this area.

Listen to this informative Legacy Leaders episode with Kristen J. Wilson about The Importance of Estate Planning, Ideal Clients and the Value of Education, Empathy and Planning for the Future, Challenges and the Emotional Aspect of Estate Planning and Beyond Financial Transfer.

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

●    Uncover the essence of holistic estate planning that outpaces just legal documents

●    Comprehend the significance of safeguarding family legacy via efficient legacy planning and memory preservation techniques

●    Join Kristen on her unique estate planning journey and observe her distinctive process

●    Understand why personal artifacts play a crucial role in eliciting emotional responses in estate planning

●    Dismiss common mistaken beliefs and confront recurring problems in the sphere of estate planning

Connect with Kristen J. Wilson:

Website: https://www.kjwilsonlaw.com/

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

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

LinkedIn: https://www.linkedin.com/in/kjwilsonesq/

Phone: (703) 278-2963

Email: [email protected] 

With your Guest Host: Steven Step

Steven H. Step is the President of A Step Ahead Insurance & Financial Services, with 28 years of experience in the financial services business. He's a Bank on Yourself™ Authorized Advisor, helping over 285 clients amass more than $86 million in additional wealth through secure financial strategies. He consistently ranked as one of the top 25 Bank on Yourself Authorized agents over the past 10 years. Steve holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. His financial planning articles have been featured in publications like The Daily News and Senior Life. He is active in his community, including his synagogue and the American Cancer Society, and is a past recipient of their "Outstanding Achievement in Legacies and Planned Giving" Award. Steve takes on a limited number of committed clients annually to ensure top-tier service for achieving lifetime financial security.

Connect with Steven Step:

LinkedIn:  https://www.linkedin.com/in/stevenstep/        

Email: [email protected]

Phone: 818-990-7837 or 800-245-4677

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