Maureen Kroll is an accomplished attorney with a unique background as a registered nurse, with a master's degree in nursing and 15 years of hands-on nursing experience. She transitioned into law 35 years ago and now specializes in areas such as estate planning, elder law, and real estate closings. Maureen is adamant about the importance of estate planning services and urges individuals to plan ahead for their future.
Listen to this informative Legacy Leaders episode with Maureen Kroll
about planning ahead.
Here is what to expect on this week’s show:
● Maureen stresses the importance of having a power of attorney document to avoid guardianship proceedings and costly court interventions. She emphasizes the significance of getting these documents done early on to prevent will contests and disputes among family members, ensuring a smooth transition of assets and decision-making in times of need.
● Maureen explains that in the absence of a will, there is a progression of who receives assets, which may not align with the deceased individual's wishes.
● Maureen emphasizes the importance of women being informed and involved in financial planning to avoid bad advice or being taken advantage of. She highlights the significance of actively participating in financial decisions by encouraging women to be knowledgeable about their finances, review statements, ask questions, and be proactive in understanding their financial situation.
● Maureen emphasizes the importance of involving beneficiaries in estate planning sessions, especially for disabled children, to address their needs effectively. She underscores the value of establishing special needs trusts to safeguard disabled individuals' benefits and assets, preventing them from losing government assistance eligibility.
Connect with Maureen:
https://maureenkroll.com
With your Guest Host: J Diane Robinson
Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.
Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.
Connect with J Diane Robinson:
Websites: https://www.jdianerobinson.com / https://www.innovationpartnersllc.com
Emails: jrobinson@ipfinancialservicesllc.com / jrobinson@innovationpartnersllc.com
Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)
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