Ep. 20 - Securing Your Future: Navigating Estate Law for Diverse Families with Kaitlyn
Release Date: 07/02/2024
Be Your Money Hero
If you've felt beat up and knocked around you won't want to miss this episode! I sit down with Michelle Barnes, a globally recognized transformational speaker, entrepreneur, and one of the world's best teachers of success. Michelle shares her dynamic journey of overcoming adversity, from her first four network marketing companies going out of business to becoming a top earner and a single mom of two teenage boys. We delve into her inspiring story of resilience, her "whatever it takes" attitude, and how she turned challenges into opportunities. Michelle discusses how her upbringing and her...
info_outlineBe Your Money Hero
In this episode, I’m sitting down with Scarlett, also known as the biz hippie. She’s all about helping people master their money and recognize their worth. Scarlett blends practical money management tips with powerful coaching techniques to change how her clients think about and handle money, helping them bring their dreams to life. We’ll dive into Scarlett’s fascinating journey, from managing restaurants and studying business management, accounting, and finance, to experiencing a life-changing experience. This pivotal moment led her to become a life coach, yoga instructor, and Reiki...
info_outlineBe Your Money Hero
Boundaries has been one of the biggest lessons I have learned in this life so far. In today's episode of Be Your Money Hero, I sit down with Dr. Carrie Johansson, a renowned speaker, author, and psychologist known as the sensible psychologist. With over 22 years in private practice, Dr. Carrie shares her expertise on navigating life's ups and downs with skillful strategies to empower change, improve productivity, and decrease conflict. We delve into her journey from a therapeutic horseback riding volunteer experience to becoming a psychologist, her brief stint in law, and the pivotal moments...
info_outlineBe Your Money Hero
In this episode of Be Your Money Hero, I sit down with Kaitlyn Davis, an accomplished attorney specializing in estate planning, estate administration, and probate litigation at Gendelman Klimas Edwards in Denver. Kaitlyn shares her expertise on navigating the complex world of estate planning, especially for non-traditional family structures and the LGBTQ community. We delve into the importance of having a will, the distinctions between wills and trusts, and the significance of designating beneficiaries correctly. Kaitlyn also explains the critical role of a healthcare power of attorney,...
info_outlineBe Your Money Hero
In this episode of Be Your Money Hero, I sit down with Sarah Schumacher, a psychiatric nurse practitioner who uniquely combines conventional psychiatric practices with western herbalism. Sarah shares her holistic approach to mental health, which goes beyond neurotransmitter modulation to include factors such as individual safety, physical health, nutrition, genetic inheritance, and personal experiences. We delve into her journey from studying anthropology to becoming a psychiatric nurse practitioner, and how her passion for herbal medicine led her to integrate it into her practice. Sarah...
info_outlineBe Your Money Hero
In this insightful episode of Be Your Money Hero, I sit down with Kathaleen Miller, the founder of KC Business Consulting. Kathaleen shares her journey of supporting small and medium businesses in navigating the often inaccessible financial world. As a neurodivergent individual, Kathaleen offers a unique perspective on how to see the whole picture and be present with what we have, helping to break generational patterns that hinder safety and fulfillment in business and life. We delve into Kathaleen's personal story, including how her son's autism diagnosis led her to discover her own...
info_outlineBe Your Money Hero
In this lively episode of Be Your Money Hero, I sit down with Robyn Vie-Carpenter Brisco, also known as the Goddess of Joy, to explore her multifaceted journey and how she has empoIred herself and others to live a life filled with joy and confidence. From her influential roles at Essence magazine and New York Fashion Iek to creating her popular column, The Lesbian Socialite, Robyn shares her experiences and insights on embracing authenticity and overcoming societal expectations. Robyn opens up about her personal path to self-discovery, the challenges she faced while trying to fit into societal...
info_outlineBe Your Money Hero
Join me as we kick off Pride Month with a deeply personal conversation between me and my husband, Joe Niblock, who shares his journey of transitioning and finding self-worth. From documenting his transition on YouTube back in 2010 to navigating the complexities of relationships and financial challenges, this episode is a raw and honest look at what it means to be true to oneself while also supporting a partner through significant life changes. Discover how he balanced the emotional and financial aspects of his transition, the importance of setting boundaries, and the lessons learned from past...
info_outlineBe Your Money Hero
Here's a conversation I never thought I’d have….How sex and money are connected. Jaitara Jayde, the author of "The Four Sacred Laws of Sexual Enlightenment" and her latest work, "Your Sacred Pleasure and Prosperity Archetypes" bridges the gap between sexuality and prosperity, guiding listeners to a deeper understanding of how these forces are intertwined. Throughout the episode, Jaitara shares her personal story of how she went through the pain of sexual exploitation to becoming a beacon of healing and empowerment. She dives into the significance of clearing sexual wounds and how...
info_outlineBe Your Money Hero
Those who care for loved ones with special needs are amazing heroes! Learn from Lisa A. Cohen, CEO of Visible National Trust, as we dive deep into the world of special needs estate planning. If you've ever wondered about setting up a special needs trust, this episode is a goldmine of information. Lisa brings her personal and professional expertise to the table, explaining the ins and outs of special needs trusts, their importance for families with disabled or special needs members, and how they differ from other financial instruments. She clarifies the process, breaking down the roles and...
info_outlineIn this episode of Be Your Money Hero, I sit down with Kaitlyn Davis, an accomplished attorney specializing in estate planning, estate administration, and probate litigation at Gendelman Klimas Edwards in Denver. Kaitlyn shares her expertise on navigating the complex world of estate planning, especially for non-traditional family structures and the LGBTQ community. We delve into the importance of having a will, the distinctions between wills and trusts, and the significance of designating beneficiaries correctly. Kaitlyn also explains the critical role of a healthcare power of attorney, particularly in states with restrictive laws, and the potential legal challenges faced by LGBTQ individuals. We discuss the necessity of regularly updating estate planning documents and the misconceptions surrounding estate planning. Kaitlyn emphasizes the value of having clear intentions and communication to prevent family disputes and costly litigation. This episode is packed with valuable insights for anyone looking to ensure their wishes are respected and their loved ones are provided for, regardless of their family structure.
Links/Resources:
- Kaitlyn's firm: gendelmanklimas.com
- Metro Volunteers: https://www.denbar.org/mvl
- Connect with Kaitlyn on LinkedIn: https://www.linkedin.com/in/kaitlyn-davis1110/