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Common Estate Planning Roadblocks and How to Work Through Them

August 15, 2021 By Katie Brewer

estate planning

For the most part, people agree that estate planning is important and necessary. After all, if you don’t specify what happens to your money, your assets, and even your children after you die, someone else will. Unfortunately, many people die without having an estate plan in place. According to Gallup, a little more than half of Americans die without having a living will. And more than 70% of Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, will

Estate Planning Lessons We Can Learn From Cinderella

December 9, 2014 By Katie Brewer

We’re all familiar with the story of Cinderella. Her mother died when she was young, and she was raised by her loving father. Eventually, he remarries in order to give his beloved Cinderella a stepmother and stepsisters. Then Cinderella’s father dies and leaves everything to the stepmother, who uses the inherited riches for herself and her two daughters. The stepmother and sisters are cruel to Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, guardian, guardianship, trust, trustee, will

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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