Solution Series: Protecting Your Family's Assets Through Wills and Trusts with Ann Christensen
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Solution Series: Protecting Your Family’s Assets Through Wills and Trusts with Ann Christensen
“If you want to live a happy life, tie it to a goal, not to people or things.” ~ Albert Einstein
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By Corey Lynn and James White
We all reach a point in our lives when we have to face the inevitable reality: There will come a day when we pass away from this existence to the next, with only our legacy, loved ones’ memories, photos, and our accumulated assets to remember us by. You can enjoy the many wonderful days that you have left to live—without stressing about posthumous events—by creating a will, trust, or both.
Ann Christensen is a remarkably intelligent and articulate professional consultant. Though she is neither an attorney, asset manager, tax consultant, nor a financial planner, she has a complete and easy-to-follow grasp of the processes involved in creating a will or trust and protecting one’s assets—processes that many of us otherwise find challenging to understand. Christensen has helped families for over 30 years; in this informative episode of the Solution Series, she takes us through the process of getting our affairs in order.
Money & Markets
In Money & Markets this week, John Titus and Catherine will cover the latest events and discuss the financial and geopolitical trends Solari is tracking in 2023—and the growing pushback against corruption. Post questions at the Money & Markets commentary here.
Related Resources:
Ann Christensen at Christensen Consulting, LLC
ascconsulting2012@gmail.com
505-780-0008
If Something Should Happen (American Institute for Economic Research)
The Executor’s Roadmap (American Institute for Economic Research)
5 Comments
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Very interesting, thank you for the information.
In my opinion, one way to pass assets to children would be transferring most of those assets during one’s lifetime.Of course there are risks associated with that, but ‘death taxes’ are ridiculous, and everything we do is for them anyways. Plus, I think they need help when they start out in life, not when they are in their sixties.
I am wondering if having a POD, or TOD, avoids probate. My understanding of it is that is does.
Extremely useful information! Thank you very much.
Is it a bad Idea to make my two children (my beneficiaries) co-executors of my will? They get along well and I trust them more than anyone else.
Thank you for this information! Nice to hear it from the non lawyer, non etc who truly seems to care about the people she is trying to help. Hard to come by these days!
great presentation. My life is still evolving at age 76, so when things settle down a bit, I will definitely start revising…:) Thanks for your help and advice.