Wine and Dime Episode 37 - "Make it Last" with Victor Medina

In this episode, I have the pleasure of speaking with Victor Medina. Victor is the owner of Medina Law Group, based in New Jersey. During the interview we cover Estate Planning and Elder Law. He helps us understand the importance of these services and why they are vital to any financial plan, especially when it comes to degenerative conditions such as Dementia or Alzheimer’s.

So, sit back, pop open a bottle of your favorite wine, or maybe one of the recommended wines below and enjoy the episode. Victor and I had a fantastic conversation and I’m sure you will find his insight into this topic engaging and informative. And thank you for listening!

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Victor Medina

Medina Law Group

Facebook - @NewJerseyEstatePlanning

Victor J. Medina is a nationally-recognized estate planning and elder law attorney, focusing on traditional planning, asset protection, retirement distribution planning, and proactive income tax planning. Victor has been featured on national television, The Wall Street Journal, The Huffington Post, and U.S. News & World Report.

Victor is the founder of Medina Law Group, and brings a family-centered approach to planning, with a focus on practical solutions for families and high-net worth individuals. He is the past president of the American Association of Trust, Estate, and Elder Law Attorneys and a frequent speaker to public and private groups on issues of estate planning, elder law, asset protection planning, and retirement planning.

Victors Medina’s Books and Podcast

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Make It Last is a radio show/podcast

hosted by Victor Medina, an estate and elder law attorney, and Certified Financial Planner. Make It Last discusses issues related to retirement, legal planning, estate planning, financial matters, and taxes. But seriously, it's fun.

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Make It Last: Ensuring Your Nest Egg Is Around as Long As You Are

Make It Last: Ensuring Your Nest Egg Is Around As Long as You Are is a practical guide for retirees, and pre-retirees, navigating a new financial world. Drawing from his years of experience in practice as an estate planning lawyer, Attorney and Advisor Victor J. Medina shares the tools to build a "Make It Last" plan. This book was written with the benefit of having counseled thousands of clients going through retirement and seeing what worked, and what didn't. Victor J. Medina is the founder of Medina Law Group, a law firm focusing on estate planning and elder law, and the president of Private Client Capital Group, a registered investment advisory firm. Mr. Medina holds a distinct dual designation as a fiduciary in law and financial matters.

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Make It Last: How To Get, and Keep, Your Legal Ducks in a Row

Whether you’re just starting out with young children, or you’re getting ready for retirement, have more money or less money, it’s never too late to protect your assets and your loved ones.This book will surely help you to understand the importance of getting and keeping your legal ducks in a row. Do you have a will? Do you have a trust? Did you know that 55% of Americans die without a will or estate plan? Are you are ready to take care of this too-often avoided task, and put your legal ducks in a row? Using a breezy, jargon-free style, this book is written in a way that everyone can understand many of the important principles of getting and keeping your legal ducks in a row. In this book you will learn how to avoid some of the pitfalls involved in putting together a working estate plan.

The Wines and Wineries

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Catherine Valley Winery

At Catharine Valley Winery, located on the southeastern shore of Seneca Lake in the heart of the Finger Lakes Wine Region of New York State, we strive to create an environment that welcomes all. 
The winery overlooks scenic vineyards that gently slope through the Seneca Lake mesoclimate.  Our wines, like our name, pay tribute to the local history of the area and are all produced and bottled on site.  All of our bottles depict colorful names inspired by local lore and invite eclectic tastes for all palettes.

Green and Red Vineyard

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2015 ZINFANDEL “CHILES CANYON VINEYARDS”
ESTATE GROWN AND BOTTLED

Tasting Notes:
A zesty blend from our three mountain vineyards at 1000 to 1700 ft overlooking Chiles Canyon. Dark cherry and raspberry flavors with tinges of bay leaf and clove. Accompanies wood grilled vegetables and marbled meats.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM