If something happened to your spouse, would you be prepared? Have you had important conversations with parents or in laws about how assets will be passed down to family? Do you and your spouse have important legal documents in place to protect you if the unexpected happens? Women are natural caretakers but who will take care of us? In this episode, Irena Politano, owner of Michigan Conservators, will share ways to protect your assets and why its important to educate yourself on what you own and why. She will share real life examples through her roll as a mediator, conservator, and trustee.
- Learn more about Irena Politano and Michigan Conservators.
- Connect with Irena on LinkedIn.
- Learn more about Pearl Planning.
- Connect with Melissa Fradenburg.
- RSVP for Moms and Money Fireside Chat in Grosse Pointe, MI.
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Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.