Replay: Living and Dying Without a Plan

We head back to the archives to learn why you need to have a plan for your estate.

In this episode, KT discusses:

Why a will is important

Legal ramifications if you don’t have a will

Engaging an attorney

Key Takeaways:

In most States, if you don’t have a will your finances will get split between your spouse and your children

The number one reason why people don’t do estate planning is getting over the fact that they might need it

Make sure you understand an attorney’s pricing before you meet with them

  

Connect with KT Thomas: https://ktsmoneymatters.com/

 

Purchase KT’s book- The Hardworking Woman’s Guide to Money

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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