Part 2: Estate Planning
In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:

If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you?
How do you plan for the transfer of your estate to your spouse or other heirs?
How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc.
How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce?

As always, we hope you enjoy! This episode was recorded on April 22, 2022.

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