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135-Estate planning for blended families, with Katie Brewer

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Manage episode 183393365 series 1225570
Content provided by Melissa Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

melissa@blendedfamilypodcast.com

www.blendedfamilypodcast.com

Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.

Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.

In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about

  • What is estate planning
  • 9 things to keep in mind when planning an estate
  • What makes blended family estate planning different
  • Setting up a guardian
  • What can go wrong when an estate is not planned
  • When is the right time to plan an estate
  • Who can set up an estate
  • Listener question
  • And much more

Connect with Katie

Website

Twitter

Facebook

Join the Private Facebook Group

Listen and Rate/Review on Itunes

Connect with me on Facebook

Connect with me on Twitter

Send questions or feedback to melissa@blendedfamilypodcast.com

Send me a voicemail at Speakpipe

Visit the website at www.blendedfamilypodcast.com

Sign up for my monthly newsletter

Schedule an interview or coaching session here

Send mail to Melissa Brown

5445 Murrell Rd

Unit 102 #178

Viera FL 32955

  continue reading

277 episodes

Artwork
iconShare
 
Manage episode 183393365 series 1225570
Content provided by Melissa Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

melissa@blendedfamilypodcast.com

www.blendedfamilypodcast.com

Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.

Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.

In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about

  • What is estate planning
  • 9 things to keep in mind when planning an estate
  • What makes blended family estate planning different
  • Setting up a guardian
  • What can go wrong when an estate is not planned
  • When is the right time to plan an estate
  • Who can set up an estate
  • Listener question
  • And much more

Connect with Katie

Website

Twitter

Facebook

Join the Private Facebook Group

Listen and Rate/Review on Itunes

Connect with me on Facebook

Connect with me on Twitter

Send questions or feedback to melissa@blendedfamilypodcast.com

Send me a voicemail at Speakpipe

Visit the website at www.blendedfamilypodcast.com

Sign up for my monthly newsletter

Schedule an interview or coaching session here

Send mail to Melissa Brown

5445 Murrell Rd

Unit 102 #178

Viera FL 32955

  continue reading

277 episodes

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