Tag: Legacy Planning

Divorce Lawyer Talks Top 5 Financial Considerations

Divorce Lawyer Talks Top 5 Financial Considerations

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Are you going through a divorce? Do you know someone who is going through a divorce?

There are a lot things to think about during a divorce and there are some big mistakes people can make if they act out of emotion. Hear what Elizabeth Stephenson and Jason Deshayes have to say about navigating finances during a divorce.

In this episode, you’ll learn about:

  • What does New Direction Family Law do?
  • Managing Expenses During Divorce
  • Getting a New Home after Divorce
  • Figuring Out Income During a Divorce
  • Business Owner Income During a Divorce
  • Splitting Retirement Assets During a Divorce
  • Dealing with the Marital Residence During a Divorce
  • Dividing Property During a Divorce
  • and more!

 

Connect with Elizabeth

“I get to make people’s lives better everyday” Elizabeth A. Stephenson, MSW – New Direction Family Law

Elizabeth A. Stephenson, MSW, Attorney

Get a Consultation with New Direction Family Law – https://newdirectionfamilylaw.com/

The Ex-It Strategy Podcast (Your No Bullsh$t Guide to Divorce) – https://newdirectionfamilylaw.com/podcasts/

 

Connect with Jason 

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Financial Advice for People with Aging Parents – Sandwich Money Part 3

Financial Advice for People with Aging Parents – Sandwich Money Part 3

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Do you have aging parents and kids? This video is for you. It’s the third video from our Sandwich Money series, where Mike and Sophie discuss financial considerations for adults who have aging parents while also caring for their own children. At the end, Mike asks “Is it more impactful for them [beneficiaries] to get a big lump sum after they’ve already gotten through those hurdles on their own?”

This video is part 3 of a 3-part series called “Sandwich Money”, where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents.

Part 1: Financial Advice for Young Parents

Part 2: Financial Advice for Adults with Children in the Workforce

Part 3: Financial Advice for Adults with Aging Parents

 

Topics in this episode include:

  • What do people with aging parents face financially?
  • Planning for long-term care
  • Why is it important to talk to your parents about their estate plan?
  • How can I bring up the estate plan talk with my parents?
  • Who do you decide who to make the executor of your will? the POA?
  • How do you set up a will without stress?
  • Have you ever had an executor challenge their parents?
  • When’s the right time to talk to your parents about their estate plan?
  • Bonus time: Retirees, how can you make sure your kids are comfortable and ok?
  • Retirees taking families on trips vs giving a lump sum inheritance

 

Connect with Sophie

Connect with Mike

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Talking To Your Family About Your Estate Plan (Ep. 25)

Talking To Your Family About Your Estate Plan (Ep. 25)

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Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money transparency is too much? Hear what Jason Deshayes, COO and Partner, and Sophie Howell, CXO, have to say about why talking about money can be so funny.

 

Listen now to learn:

  • How do different generations approach money differently?
  • How can you set good money habits in your family?
  • How can you contextualize money for small children?
  • How do you bring up the estate planning conversation with your children?

Connect with Jason

Connect with Sophie Howell

 

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Cook Wealth Management Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

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