Tips for Estate Planning With Lindsey Markus (Ep. 50)

Dollars and Sense: Creating Your Fulfilled Life

28-08-2024 • 37 mins

Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families

But don’t let your fears of the unknown stop you from planning this important piece of your legacy.

Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chuhak & Tecson, P.C. as she shares tips for navigating hard conversations around estate planning. Through personal anecdotes and professional guidance, learn how to guide your loved ones to be well-prepared and honor your wishes.

Nicole and Lindsey discuss:

The complexities of estate planning in blended families and first marriages
Equitable distribution vs equal distribution
Strategies to prevent family conflicts when estate planning
The importance of ongoing review and updates in estate plans
And more

Resources:

A Gift For The Future by Lindsey Paige Markus
How Can Donor Advised Funds Be Used For Estate Planning With Sean Julian (Ep. 27)
Action Steps After Loss With Delaney Orozco (Ep. 45)
How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)

Connect with Nicole Romito:

Connect with Lindsey Markus:

About our Guest:

Lindsey Paige Markus is a licensed attorney in the state of Illinois, Florida, and New York. Lindsey concentrates in the areas of estate planning, asset protection, wealth transfers, and taxation. Lindsey works with business owners and families to formulate succession plans, advise in wealth preservation and various aspects of gift and estate taxation.

Lindsey is also a collaborative law fellow and consults on the estate planning and estate tax implications associated with marriage and divorce.

Passionate about educating clients and advisors, Lindsey has published more than 30 articles. In addition, Lindsey speaks regularly on estate planning, wealth protection, corporate and non-profit issues to groups and through a variety of media appearances.