An Optometrist's Guide to Estate Planning with Ali Oromchian, J.D., LL.M.

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Recorded25 Oct 2023

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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Ali Oromchian, J.D., LL.M. of Dental & Medical Counsel joins the podcast to provide an optometrist's guide to estate planning.Ali and Evon dive into the purpose and important - but often difficult - considerations of estate planning, when optometrists should consider creating and reviewing an estate plan, the tools and legal documents used in an estate plan, trusts vs. wills, how practice owners should incorporate their practice ownership, and so much more. This is such an important part of any optometrist's financial planning and managing the big risks in your life. Ali provides a wealth of knowledge so you know what to consider and what to expect when creating and reviewing your estate plan over time.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Dental & Medical CounselPhone: 925-999-8200The Optometry Money Podcast Ep 28: Keeping Your Beneficiaries Up To DateThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

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