We want to thank Elizabeth O’Neil for leading our December 14th Empower Women event, Planning for Everything You Own and Everyone You Love.  Liz reviewed some core estate planning basics and provided a broad overview of how trust planning works to avoid death taxes. She also discussed how the proposed legislation by the Biden administration may impact that planning.

Liz O’Neil is currently an Associate Attorney at Constant Law Group, P.C. Liz graduated cum laude from New England Law | Boston (2020). She received the Boston Service Award at graduation as voted on by the faculty at New England Law. While in law school, Liz interned at the Massachusetts Attorney General’s Office Trial Division and was an Honors Judicial Intern with the Suffolk County Juvenile Court.  She also worked at a Legal Aid clinic and for a domestic relations attorney. She is a member of the Women’s, Massachusetts, Boston, and the American Bar Associations. In addition to her Juris Doctorate, Liz has a Master’s Degree in Education from Harvard University (1992)  and a Bachelor of Arts Degree with a major in Psychology from Swarthmore College (1990). Liz was the Director of Community Nursery School in Lexington, MA, for thirteen years prior to law school.

 

We hope you enjoy this podcast episode

 

General Disclaimer:

Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information referenced herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

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