Talks from Women On Money ™
Terms and Concepts, Wills, Trusts and Aging Parents

Terms and Concepts, Wills, Trusts and Aging Parents

October 9, 2020

Attorney Michael Menlove, insurance agent Natalie Haertlein, and certified financial planner and wealth advisor Kathleen Nemetz join in a 19 minute discussion about terms and concepts adult children need to know, when working with their parents on estate plans. The podcast is the first part of a two episode series, hosted by Sharing Wisdom About Wealth, a community organization. The professionals are based in Prescott, Arizona.

Wills, Trusts and Aging parents, Protecting Independence While Keeping Parents and Assets Safe

Wills, Trusts and Aging parents, Protecting Independence While Keeping Parents and Assets Safe

October 9, 2020

A short, twenty minute rundown on what adult children need to know about their parents's estate plans, before crises occur.  Discussion includes focus on problems that can arise as aged parent transition from independence to dependency, and navigate problems with elder financial abuse. Panel discussion format with attorney Michael Menlove, insurance agent Natalie Haertlein, and certified financial planner and wealth partner Kathleen Nemetz. Hosted by Sharing Wisdom About Wealth, a community group, in Prescott, Arizona.

 

Part 1 of this series addresses basic terms and concepts in estate planning, when considering the needs of aging parents.

These episodes are meant to educate and inform, not to provide prescriptive advice. Please consult with a professional expert about your own situation before acting upon the concepts shared.

You, your Ex and the IRS, Tax Impacts of Divorce

You, your Ex and the IRS, Tax Impacts of Divorce

July 10, 2020

Three professionals - a CPA, a family law attorney, and a certified divorce financial planner - join in a 30-minute discussion about how to manage taxes in divorce negotiations.  Speakers are David Snyder, CPA; Stephanie Willison, family law attorney; and Kathleen Nemetz, MBA, CFP®, CDFA®, Stratos Wealth Partners. Hosted by Women On Money (TM) a community organization.

Divorce: Which Assets to Split

Divorce: Which Assets to Split

June 19, 2020

Podcast discussion by CPA David Snyder, attorney Stephanie Willison and Certified Divorce Financial Analyst Kathleen Nemetz  of the comparability of various assets couples may have, when adjusted for taxes or liquidity considerations.  About 30 minutes. Hosted by Women On Money (TM) a community organization sponsoring talks by women, for women, on money-related topics.

Divorce and What It Will Cost

Divorce and What It Will Cost

June 4, 2020

Three professionals weigh in on the costs to expect in a divorce process. They discuss the documents required and how to get organized, and share some basic definitions of terms and insights. The speakers include a family law attorney, a certified divorce financial analyst and a CPA. For information about the hosting organization see www.womenonmoney.com.

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