Life in Transition: Estate Planning

Evergreen Exchange

Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

2+ y ago 29:14

MP3•Pagina principale dell'episodio

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.

76 episodi

#Business #Evergreen Gavekal