Jamie Barwin is an attorney and a CPA devoted to helping clients achieve their goals. Jamie is part of Strobl and Sharp's Trust and Estate Practice Group and she serves a wide range of clients from middle-class individuals through ultra-high net worth families and is able to provide all of her clients with a unique perspective given her diverse background in accounting, taxation and law. Jamie counsels clients regarding their life-time and post-mortem estate planning, including trust planning and charitable planning, as well as advises on probate and estate administration. Jamie also works on family law-related planning, including antenuptial and postnuptial agreements.
Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jamie Barwin about being a trust attorney and CPA.
Here are some of the beneficial topics covered on this week’s show:
● How family law and estate planning overlap on the administrative side.
● Why it’s a myth that people need to be wealthy to do estate planning.
● How clients need to ask what happens after they establish their estate plan.
● Why people should reach out to their estate planner when they have a life event.
● How clients don’t like to talk about estate planning because they fear death.
Connect with Jamie:
Guest Contact Info:
LinkedIn
linkedin.com/company/stroblsharppllc
Connect with Gary:
Website
sbadvisors.cc/
Facebook
facebook.com/SmallBusinessAdvisors
LinkedIn
linkedin.com/in/gary-d-heldt-jr-388a051/
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