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

December 29, 2020 // By Melissa Joy, CFP®, CDFA®
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…

Read More
Category:  , 

Episode 33: Charitable Giving with Laura Brownfield

October 6, 2020 // By Melissa Joy, CFP®, CDFA®
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…

Read More
Category:  ,   , 

Never Miss A Post. Subscribe To Our Blog.

GET STARTED