Richard is joined by three experts to discuss key questions about estate planning including:
- Who needs an estate plan? (spoiler alert: almost everyone)
- What types of estate plans are there?
- When is the right time to do estate planning?
- What documents are critical to an estate plan?
Paul Hynes is President, CEO, and Founder of HearthStone | Private Wealth Management. HearthStone provides custom financial planning and personalized investment management. They don’t have any other agendas, such as dealing in products or commissions. Paul is also passionate about fighting financial elder abuse. Having personally witnessed the heartache and devastation brought upon a senior in his family who was victimized by a devious crook, he took action and created “Senior Safe and Sound,” an online resource and blog to help educate the public and prevent financial elder abuse.
Ricsie M. Hernandez
Ricsie Hernandez is an attorney at Brierton, Jones & Jones, LLP. For over 30 years, Brierton, Jones & Jones, LLP has served San Diego County families and businesses in estate planning, probate, trust administration, conservatorships, guardianships, and estate litigation. They take the responsibility of attending to their clients’ most personal and lasting legal decisions seriously.
Marilyn’s business emphasis has been on her work as a private fiduciary. Through her firm, Marilyn has handled more than 400 matters. Her staff includes two full-time, in-office assistants, and her field staff includes a Geriatrics Specialist and a Medical Case Manager. She was recently appointed to the State of California Judicial Council’s Probate and Mental Health Advisory Committee.
To learn more about estate and asset planning listen to the show (below) and visit the websites for Hearthstone Private Wealth Management hearthstoneinc.com, Brierton Jones & Jones briertonjones.com , and Marilyn Kriebel marilynkriebel.com