700: Bringing Passion and Innovation into Estate Planning with Lori Vella


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Bringing Passion and Innovation into Estate Planning

Lori Vella, Law Office of Lori Vella

– The Sharkpreneur podcast with Seth Greene Episode 700 Lori Vella

Lori Vella loves what she does, and it shows in her daily life and work. She takes pride in being an attorney and takes her professional duties seriously. Lori is a native of Rochester, New York (think snow and white hots!). She is the daughter of Sicilians, being a first-generation Italian American as well as the first lawyer in her family.

Lori is truly passionate about assisting hard-working people to ensure they protect their assets. She attended University of Rochester (B.A. Political Science 1996) and Albany Law School of Union University (J.D. 2000). She was 25th in her class after the first year. She attended Stetson Law School for her senior year and decided to permanently leave the snow behind for the sunshine state. Nowadays she travels to and from her offices in Rochester NY and Tampa FL and helps other "snowbirds" with their estates.

Listen to this illuminating Sharkpreneur episode with Lori Vella about bringing passion and innovation into estate planning.

Here are some of the beneficial topics covered on this week’s show:

● How estate planning is for everyone, not just the very wealthy.

● Why avoiding probate is important for your remaining family members.

● How people need a durable power of attorney that is very robust.

● Why beneficiary designations help people avoid probate.

● How many people drag their feet when it comes to estate planning.

Connect with Lori:

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