135-Estate planning for blended families, with Katie Brewer

[e-mail]

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 [e-mail]

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