Tag: Loved Ones
Tips for Estate Planning With Lindsey Markus (Ep. 50)

Tips for Estate Planning With Lindsey Markus (Ep. 50)

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Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families

But don’t let your fears of the unknown stop you from planning this important piece of your legacy.

Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chuhak & Tecson, P.C. as she shares tips for navigating hard conversations around estate planning. Through personal anecdotes and professional guidance, learn how to guide your loved ones to be well-prepared and honor your wishes.

Nicole and Lindsey discuss: 

  • The complexities of estate planning in blended families and first marriages
  • Equitable distribution vs equal distribution
  • Strategies to prevent family conflicts when estate planning
  • The importance of ongoing review and updates in estate plans
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Lindsey Markus:

About our Guest: 

Lindsey Paige Markus is a licensed attorney in the state of Illinois, Florida, and New York. Lindsey concentrates in the areas of estate planning, asset protection, wealth transfers, and taxation. Lindsey works with business owners and families to formulate succession plans, advise in wealth preservation and various aspects of gift and estate taxation. 

Lindsey is also a collaborative law fellow and consults on the estate planning and estate tax implications associated with marriage and divorce. 

Passionate about educating clients and advisors, Lindsey has published more than 30 articles. In addition, Lindsey speaks regularly on estate planning, wealth protection, corporate and non-profit issues to groups and through a variety of media appearances. 

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Action Steps After Loss With Delaney Orozco (Ep. 45)

Action Steps After Loss With Delaney Orozco (Ep. 45)

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Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away.

Do you have the right people and processes in place?

Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved one, providing knowledge and compassion for those faced with this challenging situation. From establishing a “key person” to assist with the immediate steps to engaging in self-care practices and managing financial protocols, this episode offers support, guidance, and actionable tips for navigating through one of life’s most difficult times.

Nicole and Delaney discuss: 

  • The importance of identifying a “key person” for immediate and supportive action
  • Developing practical checklists for financial and personal affairs
  • The significance of self-care and seeking emotional support during the grieving process
  • The different roles of importance such as trustees, executors, and powers of attorney
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.

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