Lisa McCurdy is Managing Partner of The Wealth Counselor, LLC—Your Lifetime Attorneys for Your Lifelong Journey®, a boutique estate planning and asset protection law firm that counsels its clients on all aspects of legacy planning, wealth transfer, and generational asset preservation, incorporated in Lisa’s proprietary Legacy on Purpose® methodology. Her clients include entrepreneurs, corporate executives, real estate developers, business owners, and investors, as well as artists, entertainers, writers, collectors, and philanthropists, clients whose focus on wealth-building and securing the maximum amount of their assets for generations to come, requires multidimensional estate and tax planning techniques.
Financially successful families seek Lisa’s guidance to establish a generational Legacy Roadmap™ that minimizes taxes, legally; keeps wealth in the family, strategically; is guided by principles, values, and wisdom, specifically; and honors lessons learned by matriarchs and patriarchs, the experiences of the sandwich generation, and the value of fresh insight from younger generations, thereby leaving family members with the peace of mind that builds stronger, informed team.
Lisa helps her clients to gain peace of mind that only planning can provide.
