Estate Planning: Diss the Myths; Know the Facts; Show the Love

I am so excited that you’ve signed up to get the mp3 replay link for April’s Financial Intimacy Hour – Estate Planning: Diss the Myths, Know the Facts, Show the Love.

My guest expert was Lori Anne Douglass, Esq. – partner in the Trusts and Estate group at Moses & Singer and a member of the Matrimonial and Family Practice.

Check your email inbox for the mp3 replay link.

As you’ll soon discover, we went a wee-bit over – granted, it was only by six minutes or so. But it’s a testament of the juicy conversation we were having; turns out estate planning is a pretty nuanced topic. And if we didn’t have the boundaries of time, we clearly could have gone much longer… 🙂

Between my questions and those from the audience, I think you’ll agree we covered a lot of ground!

And, I can’t imagine you finishing listening to this replay not having learned something you didn’t know previously. I know I did!

Toward the end of the call, I posed a challenge and it is one I hope you’ll take me up on.

Once you’ve listened to the replay of my conversation with Lori Anne, I’d love to know what you learned and I’d love to get a status update on your results from the challenge… 🙂


p.s. are you meeting Lori Anne and me for the first time? If so, here’s a bit about me…
jacquetteworktogtherI’m Jacquette M. Timmons – a financial behaviorist. Coaching, teaching, speaking, and writing are a few of the ways I do my work, which has been featured in a variety of media outlets including CNN, FOX, Black Enterprise, NPR, and the Wall Street Journal, to name a few. I’m also the author of “Financial Intimacy.” Using strategies that appeal to both left- and right-brained thinkers, I help people achieve their financial and life goals by incorporating the psychology and emotions of money with the numbers.

Here’s a bit about my guest, Lori Anne Douglass, Esq. …
douglas_lori_crop.2highrezLori Anne is a Partner in the firm’s Trusts and Estates group and the Matrimonial and Family Practice. Her practice centers on establishing family agreements and resolving family disputes including litigation if necessary. Lori advises on matters related to prenuptial, post-nuptial and co-habitation for both opposite-sex and same-sex couples. Her experience with custody and guardianship also extends to disabled individuals and elderly adults. She is frequently interviewed for articles on estate and business planning, and is a well-known lecturer at national conferences and continuing legal education seminar. Lori has written extensively in her practice areas and is working on a book, “How to Raise a Child You Love with a Person you Hate,” concerning co-parenting and life lessons following a divorce.

(*I follow the double-opt-in policy. So if you’re new to my list, please be sure to check your inbox for a confirmation email. If you don’t “confirm,” you won’t get the reminder or other follow-up emails related to this event. And, that would be a bummer.)

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