24. Wealth Management Before, During, and After Marriage with Jennifer Goode, J.D.

If wealth management isn’t on your radar, it’s time to reconsider. In today’s episode, we’re joined by Jennifer Goode, J.D., the National Director of the Institute for Trust and Estate Planning at Bernstein Private Wealth Management. Jennifer and Theresa discuss how planning for life’s “what if’s” can protect and empower your loved ones. From navigating the nuances of prenuptial and postnuptial agreements, to building a solid foundation for estate planning, we explore how these tools are acts of love and care that ensure your dreams, values, and legacy are preserved—no matter what the future holds.  Connect with Jennifer Goode, J.D.: Website Email - [email protected] From prenuptial agreements to divorce, Modern Legal is here to protect your family at all stages of life. Schedule a consultation with our team today! Some key takeaways from this episode include: Prenups can be a powerful tool to foster understanding and collaboration in a marriage, helping couples plan their dream life together while addressing financial realities. By reframing them as an act of care for your partner and children, they serve as a safeguard for "what if" scenarios like divorce or death.  Postnuptial agreements often arise from specific circumstances, such as leveraging tax laws, or new estate planning goals. While postnups tend to be more focused than prenups, they can lead to creative problem-solving for the couple to plan their financial future.  Estate planning ensures your assets and decisions are handled according to your wishes, both during life and after passing. Building a solid foundation now can prevent complications later. The Legal Lounge podcast aims to dispel misinformation and downright bad legal information to empower anyone with questions about their family, their children, their finances, their marriage, and the law. As a team focused exclusively on family law matters, we aim to help you not only with the information you need, but also with the hope that your situation has a solution.  Modern Legal is a family law firm based in Charlotte, North Carolina. Our Modern Legal team can help you navigate the legal system when the law and your family collide. We help turn confusion into confidence, helplessness into empowerment, and frustration into action.  Connect with Modern Legal: Website Phone: 704-286-6302 Instagram LinkedIn YouTube Facebook  LEGAL DISCLAIMER: This podcast is for educational purposes only and the information should not be relied upon as legal advice or for legal purposes.