Lauren Klein
speaker
272 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
Lauren Klein’s voice in public audio — every appearance, attributed to the second.
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Appearances
And so when I started the firm that I currently co-own with my dear friend and my law partner, Flourish Law Group, about a year and a half ago, we decided, OK, when we do our consultations or presentations for the community or webinars online,
What are we going to focus on and what are we going to really kind of peel back the curtain and say, here's what most people think.
Is it accurate?
So a lot of people think that you have to be elderly to need an estate plan or you have to be very, very wealthy to need an estate plan, things like that.
Or maybe it's just going to be too scary or too hard.
And just psychologically, we kind of tend to put it off and put it off.
But the reality is anyone who's 18 or over really should have something in place.
Whether it's a power of attorney to name someone to make health care or, excuse me, financial or legal decisions on your behalf or health care documents to say, hey, if I can't make a decision because I'm in surgery or I've been in an accident, who will make those decisions for me?
Really, any adult needs to do that, even if you're going into college, because once you become an adult, your parents no longer have the ability to make those decisions for
for you.
Those are some of the most common misconceptions, but we tell people start with the basics.
As your life grows and your wealth grows and you start maybe getting married or having kids, then you can build from there.
For our clients, when we're meeting with them, we're often helping them figure out, do I need a will or do I need a will and a trust?
It's really dependent on
that client's goals, you know, their facts and circumstances.
But most people think, wow, a trust, I, you know, I don't have millions and millions of dollars.
But if you have minor children, or if you want to put guardrails in place, or avoid probate, a trust is one of the ways to really help with all of those things.
So for our clients who have minor children, we're thinking about, okay, what are we going to put in place?
We always hope for the best, but we want to plan for the worst.
So we say, okay, if something happened to me and my spouse, if I have one now, what would I want to happen?
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