#womenempowerment #womenandmoney #divorce

In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself!

Get in touch with our guest:

https://beltzandbeltz.com/

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

Jennifer Beltz and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC.

Sources: 

Power of Attorney - https://www.ncoa.org/article/what-is-power-of-attorney/

Fiduciary - https://www.wealthenhancement.com/blog/what-is-a-fiduciary

Health Care Surrogate -

https://ufhealth.org/advance-directives/kinds-of-advance-directives/health-care-surrogate#:~:text

=Your%20health%20care%20surrogate%20is,is%20in%20your%20best%20interest.

Living Will -

https://www.medicareinteractive.org/understanding-medicare/planning-for-medicare-securing-ca

re/preparing-for-future-health-care-needs/living-wills

Do Not Resuscitate -

https://www.ohiobar.org/public-resources/commonly-asked-law-questions-results/law-facts/law-f

acts-do-not-resuscitate/#:~:text=People%20with%20terminal%20illnesses%20or,CPR%20shoul

d%20not%20be%20given).

Beneficiary -

https://www.fidelity.com/learning-center/smart-money/what-is-a-beneficiary#:~:text=A%20benefi

ciary%20is%20a%20person%20or%20entity%20(such%20as%20a,to%20one%20or%20more

%20beneficiaries.

Probate - https://www.investopedia.com/terms/p/probate.asp

Pre-need Guardian -

https://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/07

44/Sections/0744.3045.html#:~:text=(1)%20A%20competent%20adult%20may,unqualified%20t

o%20serve%20as%20guardian.

Pet Trust -

https://www.aspca.org/pet-care/pet-planning/pet-trust-primer#:~:text=A%20pet%20trust%20is%

20a,pet%20trusts%20in%20your%20state.

Life Estate - https://www.law.cornell.edu/wex/life_estate#:~:text=A%20life%20estate%20is%20created,to%2

0Jane%20upon%20John's%20death.

Step-up in Cost Basis - https://taxfoundation.org/taxedu/glossary/step-up-in-basis/

Chapters: 

00:00 becoming an estate planning attorney

01:49 power of attorney

06:49 Trusts and Wills

17:37 beneficiaries

20:10 marriage and children

33:49 safe deposit box

40:56 what to ask an estate planning attorney

42:05 life estates

45:55 step up and cost basis

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