Podcasts Culture Hey, Boomer Steps for adult children managing their parent's legacy

Steps for adult children managing their parent's legacy

Published: Aug. 9, 2021, 8:05 p.m.

Anna Byrne is an attorney and financial advisor who wants to provide guidance to her clients to not only pass on their assets, but also to pass on their values.

She has written two books, "The Widow's Guide" and "The Inheritor's Guide" to help readers prepare for and navigate the legal and financial hurdles when they have lost someone dear to them. These books are packed full of information and will be helpful to anyone in this situation. 

We covered so many topics, including dealing with family conflicts, revocable trusts and wills, retitling assets, the probate process, and loved based planning. Ann left us with the advice that if you don't plan, the state has a plan for you. So Act out of lover for your children and your family and create a plan.

To contact me, you can send an email to wendy@heyboomer.biz or see all the content on www.heyboomer.biz 

To contact Anna Byrne and purchase her book go to www.annabyrne.com 

To contact Heidi Woody, the doTerra Wellness Advocate go to www.my.doterra.com/heidigwoody