Evergreen Exchange

Life in Transition: Estate Planning

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Part 2: Estate Planning

In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:

  • If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you?
  • How do you plan for the transfer of your estate to your spouse or other heirs?
  • How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc.
  • How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce?

    • As always, we hope you enjoy! This episode was recorded on April 22, 2022.

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    Evergreen ExchangeBy Evergreen Gavekal
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