Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Life in Transition: Estate Planning
Manage episode 327419945 series 2905641
Part 2: Estate Planning
In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:
- If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you?
- How do you plan for the transfer of your estate to your spouse or other heirs?
- How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc.
- How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce?
As always, we hope you enjoy! This episode was recorded on April 22, 2022.
74 tập
Manage episode 327419945 series 2905641
Part 2: Estate Planning
In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:
- If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you?
- How do you plan for the transfer of your estate to your spouse or other heirs?
- How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc.
- How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce?
As always, we hope you enjoy! This episode was recorded on April 22, 2022.
74 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.