Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Thursday, November 21st at 6:45 pm ET | 3:45 pm PT
~30-45 minutes
Recorded and able to retrieve for one week
How: Zoom Meeting
Free for current clients, $10 for guests
Passing on Your Legacy: Planning for Smooth Asset Transfer
Hosted by: Vida Jatuils, CFP® & Anna Sergunina, CFP®
Guest: Barry W. Finkelstein
Are you prepared for how your assets will pass to your loved ones? Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein, as they provide insights into establishing a meaningful estate plan to ensure a smooth transfer of assets through trusts, wills, and essential directives.
In many cases, estate planning documents are established without a full understanding of how they work, when they come into play, and how tools like trusts can facilitate the efficient transfer of assets to the next generation. This session will take you beyond the basics, empowering you with the knowledge to make informed decisions tailored to your unique life stage and family needs.
Topics we’ll cover include:
1. The essential documents for effective asset transfer, including trusts, wills, and powers of attorney.
2. Planning for minor children: setting up trusts to protect and support young beneficiaries.
3. Understanding how asset transfer evolves as children reach adulthood.
4. Choosing the right successor trustees, executors, and healthcare agents.
5. Structuring inheritances to ensure they support, rather than burden, your beneficiaries.
Join us for this insightful session to gain peace of mind, fully understand your estate plan, and ensure your legacy supports your loved ones at every stage of life!
About Barry W. Finkelstein
Barry Finkelstein is a California native and opened his last office in Alameda in 2000, focusing exclusively on estate planning for individuals and families throughout the Bay Area. Barry is passionate about estate planning because he feels that there is so much about what happens to us and our stuff if we become incapacitated and after we die that most people don’t know or understand, which is why he loves doing presentations like this one, to help people make that rough transition as smooth as possible. Barry is an avid cyclist who loves to do volunteer work and lives in Mountain View with his wife Susan and their two cats.
