I know estate planning is not the most thrilling topic, but trust me—you don’t want to miss this one. Because having peace of mind around your estate plan one of the most important things you can do for your family and legacy – and your own peace of mind! My husband and I are in the process of updating our estate plans and what I learn I like to share.
Joining me to shed light on the estate essentials is Michael Arlein, a former investment banker and now a top New York-city estates lawyer. Michael Arlein is Chair of the Trusts and Estates group law firm Patterson Belknap where he advises high net worth individuals, entrepreneurs and founders of some of today’s fastest growing companies on tax and estate planning. In this episode, Michael breaks down the essentials that every wealthy individual needs to know.

Key Highlights:

Best practices: what other high net worth individuals have done to better organize their affairs
When your spouse (or children) should – and should not – be named executor
The pros and cons of an institutional executor
The most important decision to make regarding your power of attorney

Don’t put this off. Your future self (and your family) will thank you.Links and Resources:

Michael Arlein

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Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.

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Don’t Wait Until It’s Too Late: Estate Essentials for Wealthy Individuals with Michael Arlein