The Dynamic Duo of Your Financial Future: How Portland, Oregon Estate Planning Lawyers and Financial Advisors Collaborate

When you decide it's time to get serious about your future, you might be surprised to learn that you need not one, but two professionals in your corner: an estate planning lawyer and a financial advisor. Many people assume these roles are interchangeable or that one professional can handle it all. Spoiler alert: they are two separate roles and here's why that's actually great news for you.

Estate Planning, Financial PlanningCandice AistonAugust 20, 2024Aiston Law, LLCestate planning, financial planning, financial advisor

Roots + Wings Legal Podcast, Episode 5: Interview with Financial Counselor Dawn Torres-Gale

Welcome to the Roots + Wings Legal Podcast, hosted by Aiston Law LLC and Portland, Oregon Attorney Candice Aiston. In our 5th episode, we talk with Financial Counselor Dawn Torres-Gale. I surveyed the people in my Facebook group, Portland Smart Planning Parents, about the money and legal issues that keep them up at night. The top two answers were: 1) not enough money to cover a life event such as a layoff or illness; 2) not enough money or unsure if enough money in retirement savings. I asked Dawn if she could provide some guidance in these areas, and we recorded this podcast episode.

Financial PlanningCandice AistonOctober 7, 2019Aiston Law LLCfinancial advisor, financial planning, emergency savings, retirement, tracking spending

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