Do you relate to Kaitlyn? What about Lucy, or Allison?
Check out these case studies of #women in all stages of life and how I would advise them. https://t.co/kWixELJhCo
#advice#estateplanning#whoisshe
It’s so important for #WOMEN specifically to participate in the estate planning process for so many reasons! Here are just a few: https://t.co/bYhGoet0g1
#empowerment#takecontrol
If you were unable to make a critical decision regarding your finances, #business, or medical care, who would you #trust to make that decision on your behalf?
Creating a #PowerofAttorney is one of the most important parts of the #estateplanning process. https://t.co/PXTSxdB3ia
Any estate #planner will tell you that you should #update your documents “regularly,” but there are actually two specific instances where #action is necessary.
Find out what they are here: https://t.co/vQ7cp2sxnm
Too many people get burned from naming the WRONG fiduciaries! No matter your situation, there is someone, whether a person or an institution, who you can #trust to manage your assets when you pass away.
Here are my #tips for finding the right fit: https://t.co/CpRY0iqsIo
The LAST thing you want is to burden your #family by not having a plan in place should you become incapacitated.
Here’s a #personal story from my own life that proves planning for your #future should be done sooner rather than later! https://t.co/JDH5ZDbDNd
“Black women have historically not been valued for their work, but it’s their work that has shaped our country.” 👏
Great blog from @DrNancyOReilly championing #Blackwomen in #leadership. #BlackHistoryMonth https://t.co/zsv0zKrkGp
You need to have a Power of Attorney in place! Learn more about the different types of POAs and why they are so #important. https://t.co/PXTSxdB3ia
#estateplanning#advice
However, I will always remember that he made me feel #loved. Not even time can erase that.
As you are thinking about and planning for the future, I ask you to remember that the ability to make someone feel loved is the ultimate #legacy you will leave behind.
While we usually think of tangible items when we plan what we will leave behind for our #loved ones, a major part of our #legacy is ingrained within the conversations we have with our #family, friends, and clients, and ultimately, how we make them feel.
As much as I wish I could, I can’t remember many specific conversations with my dad, and I know there are certain #memories I have of him that will fade with time.
There are belongings of his that I might misplace or that will eventually wither away...
Why aren’t #women participating in the financial/estate planning processes?
Two of our partners met with @stacy_hanley6 and @tiffanyskent to discuss how wealth advisors can combat the societal barriers preventing women from engaging in these discussions. https://t.co/C7dngzXS3i
I am an #estateplanner because I have experienced first-hand how important it is to be financially #prepared for all of life’s curveballs.
Here’s a glimpse into #MyStory -- a situation that many #women find themselves in at some point in their lives.
Let’s take the mystery out of the equation and talk about what you should expect and bring along to your first meeting with your estate planner. https://t.co/c7zleTfugW
Estate plans exist to ensure that you and your loved ones are protected should any type of physical or financial emergency arise.
Here are some of the main reasons you should create an estate plan now rather than putting it off. https://t.co/qQxs9JwjPJ
Being a #trustee is a long-term commitment. This person needs to be #trustworthy, diligent, competent, and willing to look out for the best interests of your beneficiaries.
#estateplanning https://t.co/ZPjaI2jeuO