Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York.

Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law, including the establishment of 501(c)(3) organizations and LLCs, as well as the purchase and sale of real estate.

Listen to this informative Your Life. Your Legacy. episode with Natalie Felsenfeld as she walks us through her work as an attorney and what makes her approach to estate planning unique. We also discuss how to build rapport with your clients and get them to open up to you, what to consider before signing your will, and the importance of work-life balance.

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

·        As an attorney, it is essential that your clients understand what they are signing, what these documents are used for, and what will happen in the future for estate administration.

·        It all starts with a conversation, with you trying to connect with your clients on a more personal level before going deeper into the assets to help them in preparing their will.

·        The best part about going solo is having a very good work-life balance where you can offer a more boutique experience to your clients while also being able to do what you love and desire.

·        Comfortability is the key. When your clients are in a comfortable environment, particularly their homes, they will tell you more information and you will learn a lot more about them.

Connect with Natalie:

Website: https://www.nsflegal.com/

Email: [email protected]

Phone: 914-323-8052

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