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Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them.  Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.

Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.

 

In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about

 

  • What is estate planning
  • 9 things to keep in mind when planning an estate
  • What makes blended family estate planning different
  • Setting up a guardian
  • What can go wrong when an estate is not planned
  • When is the right time to plan an estate
  • Who can set up an estate
  • Listener question
  • And much more

 

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                    5445 Murrell Rd

                    Unit 102 #178

                    Viera FL 32955

 

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