Nobody wants to talk about it – but it’s one the most important things that you need to have figured out.
The transfer of your wealth.
We all know it isn’t easy to think about, but it’s crucial you have a clear plan to ensure that your assets are distributed properly.
In this episode, Regina covers what you need to know about your very own transfer of wealth – from simple box-checking like making sure your will is updated or explained in advance, to more complicated details like taxes and probate.
If you haven’t begun to plan about these next steps, or even if you have a somewhat of a plan of your own – this episode is a perfect ‘north star’ to help make sure you have what you need to have in place.
Episode Highlights:
0:00 - Introduction
2:55 - Visions and values
5:35 - It’s all about communication
9:46 - Explain your will in advance
12:39 - Writing a letter or recording a video
14:42 - Updating your will
17:01 - Your will is not a private document
18:44 - Gifting
20:15 - Educating the next generation
21:26 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
