May 15, 202300:46:41

Estate Planning 101 | Janelle Hansen

EPISODE 187 – While in law school, Janelle Hansen was inspired by a professor’s love for wills and trust law and, from that point on, she dedicated her time and legal experience exclusively to the area of estate planning. Janelle worked for a small estate planning and trust litigation firm, where she learned how to be a better planner due to issues that ended up being litigated in court. After a few years, she gained experience working for a larger estate planning and trust administration firm, working with high net worth clients and unique tax planning for wealthy individuals. Due to her experience in litigation and planning for families with very different backgrounds—from elderly persons with one or two accounts to families with multi-million dollar estates—Janelle offers clients a unique perspective for how to plan for whatever life may throw at them. In the episode, Janelle discusses what an estate plan comprises, misconceptions about wills and trusts, the importance of healthcare directives…and more!

EPISODE WEBPAGE: thehealthinvestment.com/187

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No transcript available.