Скачать или смотреть Avoidance Vs Proactive Planning

Difficult conversations can naturally lead to avoidance. Jaleigh and Jackie share their experiences of clients who avoided the situation, and those who proactively addressed needs head on.

Widowhood can happen sooner than families anticipate – so the time to prepare is now. Hear more of Jackie and Jaleigh’s conversation on the various aspects of widowhood in the Preparing for Widowhood series:    • Preparing for Widowhood Series  .

Jackie Russell is a Trust Officer with Baird Trust and has been implementing and educating clients on estate and financial planning strategies for more than 25 years.

As Director of Baird Family Wealth, Jaleigh White helps business owners, executives and multigenerational client families navigate their lives’ major transitions.