The Importance of Estate Planning

Episode 14 of the The Graceful Exit Podcast: Helping Women Navigate Divorce with Grace podcast, hosted by The Graceful Exit, titled "The Importance of Estate Planning" was published on January 11, 2022 and runs 22 minutes.

January 11, 2022 ·22m · The Graceful Exit Podcast: Helping Women Navigate Divorce with Grace

Summary

As Principal of AHAVA Law, Sheila-Marie works directly with women to understand their goals and wishes, educate them on their options, and develop strategic solutions to meet their needs. She helps clients understand the important relationship between family law and estate law, and how estate planning impacts family law matters, because no two estate plans, administrations, or probate proceedings are the same. Women benefit from Sheila-Marie’s services because they love someone. She honors that love and treats each client as the important individual that they are, and not just a number on the bottom line. As one of few California State Bar Board Certified Specialists in Estates, Trusts, and Probate Law, Sheila-Marie can address all matters involving life, incapacity, and death from planning through administration. How she got started in estate planning - preparing 30 plans in just two weeks for those being deployed (01:40) The difference between a will, an estate plan, and a trust (02:45) When you should set up or begin the process of an estate plan (06:26) A few examples of estate planning and beneficiaries not being adjusted pre-divorce filing (09:34) Why she stands out as unique and what she cares about throughout the planning process with each client (15:20) Ahava Law focuses on Mischpah (Family), Ahava (Love) and Mitzvot (Good Deeds). It is important to engage in Tzedakah (Justice). Through her work in estate planning, Sheila-Marie makes the world a better place by supporting those who support our country and community. Join Our Community: Instagram @The.Graceful.Exit Facebook @TheGracefulExit Pinterest @TheGracefulExitOfficial

Episode Description