Episode 028: Empowering Clients Through Legal Education and Resources with Michele Raia

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 028 Empowering Clients Through Legal Education and Resources with Michele Raia Michele Raia is an attorney licensed in Ohio who has been providing personalized and cost-effective legal services to individuals and companies for more than 36 years. Her legal practice is focused on estate planning, probate, business, employment and real estate matters. In the estate planning area, Michele is adept at helping clients create estate plans that reduce the need for probate and organize their affairs to make it easier for their family. Michele is so passionate about helping people get their estate affairs in order that she recently created and launched an easy to follow informational mini-course on the Basics of Estate Planning so that she could reach and teach this important topic to people throughout the US, not just her clients in Ohio. Listen to this informative Better Business, Better Life episode with Michele Raia about legal education and resources. Here is what to expect on this week’s show: ● Michelle discusses the importance of asset assessment in estate planning to help clients avoid probate and organize their affairs effectively. Her approach involves educating clients on proper asset titling and providing tools, like fillable worksheets, to assess and reorganize assets for a smooth transition of wealth to chosen beneficiaries. ● Michele aims to reach more people with her estate planning services by providing a complimentary estate planning checklist and offering resources to help individuals plan for the future. She offers mini courses on legal topics like estate planning, real estate, and employment law to educate and empower individuals to make informed decisions. ● Michele emphasizes the importance of estate planning for individuals of all ages. Having assets like a car, house, or 401(k) means you have an estate. Estate planning is crucial regardless of estate size. This proactive step provides peace of mind and helps families navigate asset distribution smoothly. Connect with Michele: Website: https://www.micheleraia.com/ LinkedIn: www.linkedin.com/in/micheleraia If you want the Free Estate Plan Checklist and link to the Basics of Estate Planning Mini-Course discussed in this podcast, send an email to: [email protected] Listeners of this podcast who purchase the mini-course will receive a 10% discount. Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices