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
Who would I want to control the money?
If something happened down the road, do I want to make sure that...
My children have guardrails in place, either if they get married and they get divorced or, you know, maybe they're 20 years old.
Do we really want a 20 year old inheriting assets?
Probably not.
We would want there to be guardrails in place and say, hey, maybe they can receive assets if they start a business or for education purposes or things like that.
Those are some of the things that we really start to talk about.
And then making sure we go over with their financial advisor, if they have one, all of their assets and say, how are they owned?
What type of asset is it?
Is it real estate?
Is it a retirement account, a brokerage account?
How is it titled?
Is it individually titled or jointly held?
Do you have beneficiary designations on those accounts?
Because that's a great way to avoid probate.
And maybe, you know, you're doing that in conjunction with a trust.
Those are the things that we really start to think about with our clients and explore with them and hopefully with their if they have a financial advisor with their advisor or if they don't.
maybe we're recommending and connecting them with the right advisor.
Because I think one of the other, you know, kind of going back to the misconceptions is that estate planning is kind of in a vacuum, but it really is just an extension of your financial planning.
You know, we work hard, we build businesses, we work hard at our jobs.
Showing 41–60 of 272 · page 3 of 14
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