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 we don't really think about, wow, what happens if I become incapacitated?
Or what happens if I pass away?
What's going to happen to those assets?
Who are they going to go to?
How is it going to get there?
And is it going to get there in a way that does avoid probate, like we were just talking about?
And really making sure that if you're near retirement age, you're thinking if you have 401ks or IRAs or things like that, assets that might have certain tax implications of how they're inherited.
required minimum distributions.
There's been a lot of changes in the laws recently.
Making sure that we're really, you know, focusing on all of that in a really holistic manner.
Those are a lot of the things.
And also, you know, hey, if something happens to me and I can't make a healthcare decision for myself, who's going to do that?
Or if I'm not able to, you know, make a legal decision or a
Who's going to do that for me?
And we always kind of talk about things like the power of attorney where you can name someone to make, like I said earlier, financial or legal decisions.
It's kind of like life insurance.
When you need it, you can't get it.
And so you don't want to wait until there's a situation where you're like, oh my gosh, mom has this bank account and now I can't do anything or I can't pay her bills or I can't contact her phone company or just things like that that maybe people don't think about when they hear estate planning.
Yeah, yeah.
And that's a big part of our we have a whole meeting that we call our estate plan design meeting where we look at their will and their trust and how they want it all to work and the ancillary documents and we'll walk through with them.
Showing 61–80 of 272 · page 4 of 14
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