As we encounter life transitions, such as marriage, divorce, children, or the death of a loved one we are often overwhelmed by the event and sometimes overlook one of the most significant aspects of the change – our wealth. I had the opportunity to have lunch recently with Lisa Hughes, JD, CPA Partner at Hughes and Sullivan, LLP – family law attorneys. As one of the most prominent family law attorneys in Orange County, Lisa is a visionary in wealth management for her clients.
As we ate and visited at their absolutely stunning offices in Tustin, our conversation turned to the vital importance of updating and managing our life affairs when life throws curveballs. It became quite evident during our meeting that Matters at Hand needs to update the “What You Need to Know Kit’s” resource binder to include family attorneys as a critical member of anyone’s wealth management team!
As you experience life changes in your family, don’t go it alone. Seek the experience and resources of your family attorney to ensure your wealth and family are protected. Of course, I highly recommend Hughes and Sullivan, LLP. They work with a highly skilled team of attorneys and superior support staff.
Filed under: Risk Management, Wealth Management
