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Join date: Aug 7, 2023
About
Greg is a strategy-driven, transformational leader with nearly 30 years of experience in private capital finance and fintech driving sustainable growth and success across a variety of verticals including real estate, financial, clean energy, higher education and government. Experienced champion of holistic strategies to drive performance of small and middle market companies and billion-dollar brands.
Posts (17)
Dec 15, 2025 ∙ 3 min
Effective Strategies for Probate Avoidance in Estate Planning
Probate can be a lengthy, costly, and public process that many people want to avoid when planning their estates. The probate process involves validating a will, settling debts, and distributing assets under court supervision. This can delay the transfer of assets to heirs and reduce the estate’s value due to fees and taxes. Fortunately, there are several effective strategies to minimize or bypass probate, ensuring a smoother transition of assets to beneficiaries. Legal documents prepared for...
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Dec 1, 2025 ∙ 3 min
Is Having a Will Enough to Protect my Estate?
When you hear the word "will," you might think it’s the one and only document you need to secure your estate after you pass away. Many people believe that simply having a will is enough to protect their assets and ensure their wishes are followed. But is that really true? The answer is more complex than a simple yes or no. This post explores what a will can and cannot do, and what additional steps you might need to take to fully protect your estate. What a Will Actually Does A will is a legal...
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Nov 18, 2025 ∙ 4 min
Top 10 Common Questions About Estate Planning You Should Know
Estate planning often feels complicated and overwhelming, yet it is essential for protecting your assets and ensuring your wishes are honored after you pass away. Many people delay or avoid estate planning simply because they don’t know where to start or what questions to ask. This post answers the most common questions about estate planning, helping you understand the basics and take the right steps for your future. Estate planning documents laid out on a desk, ready for review What Is...
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Greg Lutowsky
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CEO, Life Planning Team
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