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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Wealthy After 40: Retirement Planning and Budgeting for Gen X · Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein · 10 Jan 2025 podcast

Okay, this is the document.

This is, you know, the powers that the agent, the trustee, the personal representative, the healthcare surrogate, the financial agent will hold and

you know, talk about exactly what that looks like so they can kind of start to get their wheels turning on who would be the right person.

Oftentimes when someone's married, they're naming their spouse, but not always.

So sometimes that's kind of the easy question and then it's like, okay, but if the spouse can't serve, then who are we going to have?

Are we going to have children, adult children serving?

Maybe if there's multiple children serving together, either acting, you know, independently or they must agree, right?

If they have family friends or other family members, is that the right person to serve in that role?

And really kind of drilling down on that and getting deep into their family dynamics and what they want to accomplish.

And that's such a good question because that really shows the level of personalization that you would want your estate planning attorney to really give to you.

So this is not cookie cutter.

This is very personal to each client.

I love that question.

And I think it really depends on each role.

So let's say parents are trying to decide who would be the guardian of our minor children if something happened, God forbid, when our kids are young.

Thinking about who has the value system that you would want, who has the financial and emotional ability to take over really being their parent or their guardian if an unexpected event occurred.

Or if it's a trustee, who's able to understand, not necessarily...

complex, because you can always hire an attorney to help you through the process if need be.

But do you understand money?

Do you understand, you know, how it all works?

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