Legacy Leaders

Solimar Rodriguez: The Urgent Importance of Estate Planning


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Meet Solimar Rodriguez, an estate planning attorney with a zeal for protecting her clients' legacies. Born and raised in Puerto Rico, she has dual bar admission in Puerto Rico and Florida, providing her with a unique understanding of the legal systems. Soli's journey into law was not a straight path. Initially seeking a career in advertising and media, Soli heeded her family legacy in law, discovering her fervor for estate planning whilst helping families navigate their legal needs. Her focus now lies on creating tailored estate plans, with a particular focus on incapacity documents. Soli's passion and commitment shine through as she educates her clients on the importance of planning ahead.

Listen to this informative Legacy Leaders episode with Solimar Rodriguez about Misconceptions About Wills, The Importance of Estate Planning, The Consequences of Delaying Estate Planning, Taking Care of Incapacitated Individuals, and Naming Beneficiaries and Trusts.

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

●    Uncover the critical importance of precise estate planning and probate methodologies

●    Traverse the intricate landscape of Spanish laws and civil codes as they relate to estate planning

●    Hear compelling stories of transformative experiences that shaped legacies through strategic estate planning

●    Identify the demands of catering to the unique needs of both children and aging parents in estate planning

●    Unravel common assumptions about wills and grasp the necessity of comprehensive estate planning

 

Connect with Solimar Rodriguez:

Websites: https://www.trustsrslegal.com/

                https://wfplaw.com/

LinkedIn: https://www.linkedin.com/in/solimar-rodriguez/

Phone: 954-947-6053

Email: [email protected]

          [email protected]

 

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

 

Connect with Carol Dewey:

Website: https://www.perpetualwealthfinancial.com/

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

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Legacy LeadersBy Stan Miller & Katie Beth Hand

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