Chalk Talk – Estate Plan Do’s & Don’ts

Chalk Talk – Estate Plan Do’s & Don’ts

April 2022

This month’s topic is
Estate Plan Do’s & Don’ts

 Hosted by Anna Sergunina, CFP® and joining her as a guest commentator:

Carmen Rosas, ESQ

When you hear the words “Estate Planning” it may sound very sophisticated and only meant for the very wealthy, or something you only should be doing when you get older. It’s not true at all! It’s quite the opposite. Expressing your wishes in writing about how and what you want to be done with your possessions and how your loved ones will be taken care of, is everyone’s concern. So, why not then just put it in writing? Aka, create an Estate Plan?

In this conversation, we would like to help you get over the most common misconceptions or questions you might have about estate planning. Whether you are getting your documents done for the first time or have documents but need to update them.
Some of the topics we’ll discuss at this month’s Chalk Talk:

  • Beneficiary selection guidance
  • Guardians for minor children
  • Power of Attorney and Health Care Directives for college-aged kids
  • Why trusts are useful
  • Best practices for sharing your prepared documents with loved once’s

Each Chalk Talk is 30-45 minutes and recorded on Zoom.

(Free to ongoing clients; $10 for guests)

Email for access to the recording

Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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