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The Podcast continues the mission of the industry's leading national conference to explore and discuss the most important issues impacting women financial advisors and their female clients.
 
Joined by the leading voices in wealth and practice management, this podcast reveals the examples, education, and empowerment opportunities available today that help female advisors scale their practices.
 

Estate Planning And Its Role Within Our Life Transitions With Michelle Cooper (Ep.10)

About the Episode:

 

Estate Planning And Its Role Within Our Life Transitions With Michelle Cooper

When creating an estate plan for a client there are several questions to consider. Such as, who is named as the executor or executrix? What will happen when your client passes away? Are there assets managed by another firm? Is there a corporate institution named as an executor?

 

In this episode, Michelle Cooper from XML Financial Group sheds light on what you need to know when helping your clients create a sound estate plan—especially when a life transition such as a divorce, separation or a birth of a child impacts the plan. Michelle discusses a number of estate planning strategies you can adopt to ease the process for you and your client.

 

Michelle Discusses: 
• The difference between a will and an estate plan
• The documentation you should review before creating an estate plan for your client 
• Some positive changes that come out of a separation 
• Tips on overcoming sudden life changes and ways you can pick yourself back up, creating new financial plans 
• And more

 

About Our Guest:

Michelle Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group that focuses on the planning and financial needs of women at all stages of their lives. She brings to XML-W over 25 years of experience in the estate planning, finance, and tax fields. Before joining the XML team, she worked for Merrill Lynch and U.S. Trust (both entities are now owned by Bank of America) as a Director, helping high-net-worth clients design and update their estate plans. She also had the responsibility of educating over 650 financial advisors on estate planning and trust services.

 

About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.

 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

Other Episodes in the Series: