Season 1 · Episode 30
Planning Your Financial Future with Jennifer Lee - The Law Deals Podcast Episode 30
Law Deals: Succession Planning, Partnerships, Purchases, and Sales · Ed Alexander
August 7, 202540m 5s
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Show Notes
The Law Deals Podcast celebrates its 30th episode with an important conversation between host Ed Alexander and financial advisor Jennifer Lee. Together, they explore the realities of preparing for life after law firm ownership, from tax strategies and installment sales to the psychological shift that comes with stepping away from the practice you built. Jennifer shares practical advice for reducing financial concentration in the firm, using tools like cash balance plans, and creating a "business love letter" to guide your family and team if something happens to you.
This milestone episode also looks at how firm owners can avoid the most common financial mistakes and start planning years before they sell. Ed and Jennifer draw on decades of experience to help lawyers understand what it takes to exit on their own terms while protecting their wealth and their legacy. Find more from Jennifer here:
https://modern-wealth.com/
https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56/