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Estate Planning Conversations W/ Konni Harrison | Episode 78

Caregiver Cast With Mary Elaine Petrucci

Release Date: 04/05/2023

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More Episodes

Welcome to the Caregiver Cast episode 78! Join Mary Elaine as she sits down with Konni Harrison to discuss how to navigate estate planning conversations with family members. Konni shares her experience of losing her mother at a young age and the challenges of settling her estate. She explains how important it is to have open communication with family members to avoid heartache and family battles when it comes to the distribution of assets. As a financial communications consultant, she offers valuable insights on how to approach conversations with family members in a way that is productive and non-threatening.

Here’s what you will expect in this episode…
Importance of Estate Planning Conversations with Family Members
Tips for Keeping Family Members Informed About Financial and Legal Plans
Paying Family Members to Avoid Conflicts in Caregiving
Handling Legal and Financial Affairs with Aging Parents
Emphasizing the Importance of Conversations and Keeping Families Together in Estate Planning
Many more!

About Konni Harrison:
Konni is a Financial Advocate with over 25 years of experience in guiding individuals, entities, and families through difficult financial conversations.
Konni is the founder and owner of KMH Unlimited LLC, a financial communications and consulting firm. She started the company in 2003 with the goal of solving investment-related problems for her clients without involving the brokerage firm she was affiliated with. Over time, the company has evolved into a first-class firm that provides financial solutions for individuals, entities, and families. With her passion, expertise, and global connections, Konni aims to empower her clients, make strategic introductions, and help them navigate the financial landscape with ease.

Catch Konni Harrison on…
Website: https://kmhunlimited.com/
LinkedIn: https://www.linkedin.com/in/konni-harrison-59a93a64/

Questions? Please feel free to email Konni at [email protected]
 
The entire course will be available for purchase on Konni’s website at https://kmhunlimited.com/


Visit Mary Elaine on...
Website: https://www.caregiverlifelineacademy.com;
LinkedIn: https://www.linkedin.com/in/maryelainepetrucci/;
Facebook Group: Caregiver Lifeline Community  
https://www.facebook.com/groups/373423030311924; 
Facebook: https://www.facebook.com/maryelaine.petrucci;
Twitter: https://twitter.com/ExpertElaine;
Instagram: https://www.instagram.com/healthcare_expert/