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 maybe even with clients will say, why don't we, if you feel comfortable, talk to the people you've named as a successor trustee and explain to them what actually goes into that process and what things they might need to look out for.
Will they understand, you know, how to read the document?
Will they follow your wishes?
You know, if it's either for you and you're incapacitated or...
If it's a spouse, maybe they're their own trustee or children down the road.
We also talk a lot about if you want children to be their own trustees of their own trust in the future, at what age?
Is it 25?
Is it 30?
And a lot of our clients have really young kids.
Like I have a three and a two-year-old.
I have no idea who they're going to be.
So we say, we meet with our clients every year free of charge.
And we say, let's stay on top of that because as the kids grow up, you'll start to figure out who they are and when they might be mature enough.
And then if it's things like healthcare, who in the family maybe has a healthcare background or maybe is more compassionate or able to have some of those more soft skills or power of attorney, at least in Florida, it's different in different states.
Our power of attorney is effective immediately for that first agent.
So whoever I name as my first agent already has powers.
You don't have to show that I'm incapacitated.
So who do you really trust?
Because that is a powerful document.
They could technically...
Showing 101–120 of 272 · page 6 of 14
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