Episode 158: Important Estate Planning Documents for Adult Children With Liz Derrick

As children turn 18 and become legal adults, it’s important for parents to be aware that they no longer have legal authority over their child’s finances, healthcare, or personal decisions. This means that parents should encourage their children to create certain estate planning documents to ensure their wishes are carried out in the event of…

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Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson

Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson

In this episode Melissa Fradenburg, financial advisor, RJFS, and Chiara Mattieson discuss the common mistakes made in estate planning. As an estate planning attorney with extensive experience in litigating probate and related civil matters, Chiara understands what can happen when estate planning goes wrong. You will learn: A full estate plan does a lot more…

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Episode 67: Life Insurance with Alexa Kane

Episode 67: Life Insurance with Alexa Kane

In this episode, Melissa Fradenburg is joined by Alexa Kane, CFP®, Financial Advisor with Pearl Planning, to discuss life insurance basics. Life insurance helps provide some financial protection while you are building wealth, but often people are underinsured and unsure how to protect themselves. We try to simplify the terms and answer some of the…

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Episode 59: Inheritance Mistakes with Cathy Curtis

Episode 59: Inheritance Mistakes with Cathy Curtis

In this episode Melissa Joy, CFP®, and Cathy Curtis, CFP® discuss the common mistakes they see clients make when it comes to receiving an inheritance. Cathy is the founder of Curtis Financial Planning, a fee-only financial advisory firm dedicated to addressing the financial planning and wealth management needs of independent women. Through their combined experience,…

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Episode 45: Legal Documents for Families with Kids with Ashley Waddell Tingstand

Episode 45: Legal Documents for Families with Kids with Ashley Waddell Tingstand

In this episode Melissa Joy, CFP® and Ashley Waddell Tingstand, the founder of Treetown Law, PLLC, discuss important legal documents every family should have. As a seasoned attorney, mother, and someone who has experienced sudden loss, Ashley brings a human approach to estate planning for families. You will learn: Why do you need to have…

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Episode 33: Charitable Giving with Laura Brownfield

Episode 33: Charitable Giving with Laura Brownfield

Melissa Fradenburg, Financial Advisor, RJFS, is joined by estate planning attorney Laura Brownfield. Laura works in the structuring of giving vehicles and gifting policies and procedures in her role at the community foundation for Southeast Michigan. In this episode, Melissa and Laura will discuss the different options for charitable giving with a special focus on…

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