Find Your Advisor

Generic filters
Podcasts
podcast image

The Ultimate Gift – Having Your House In Order

Hosted by: Laura Hawley Special guest: Dana Hurley

January 13, 2016

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

Guest
Lori Fischer – Stephen Martin PA
Marney Robinson – Director of Fine Arts at Neal Auction Company

In this episode, we discuss “getting your financial house in order” and the difficult topics associated with End of Life Financial Issues such as a Living Will, Health Care Surrogate, Estate, and the many different variables that come into play as we age. We will also visit with Lori Fischer of Stephen Martin PA, and Marney Robinson Director of Fine Arts at Neal Auction Company.

In this episode we cover:

  • Visit with guest Lori Fischer of Stephen Martin PA to discuss the conversations that need to happen regarding end of life issues. (2:17)
  • Living Wills and incapacitated states. (4:55)
  • How Voluntary Guardianships work. (7:02)
  • Financial System of End of Life Files. (14:56)
  • Estate Asset and Insurance Appraisals with Marney Robinson, Director of Fine Arts at Neal Auction Company. (20:52)
  • Important information needed to get an Estate Asset Appraisal. (27:40)
  • Marney Robinson Director of Fine Arts at Neal Auction Company, discusses some great finds from Estates. (28:38)
  • Advice for Collectors to help their situation for the future. (32:45)
  • Discuss the difference between having an Estate Sale and a Fine Arts Sale when looking at Estate Planning. (34:17)

Links From the Show:

Tweetable Topics:

The Best thing in the world is to prepare for that day when you can’t fend for yourself. – Lori Fischer, Stephen Martin PA

I’m assuming you are never going to die, however if you do…. . – Lori Fischer, Stephen Martin PA

Unless you give it to that individual physically before you pass on, you better have it in writing, and have it witnessed, because it doesn’t work to put sticky notes on the back of pictures. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

The Power of Attorney gives the power to that person and THAT person gets to make the decisions. – Dana Hurley, Financial Advisor at Allen & Company

(End of life issues) The bottom line is that you need to be organized and have a plan. – Dana Hurley, Financial Advisor at Allen & Company

It’s like having Christmas, you’ve got all of the Christmas presents out with no names written on it, and saying, ok, take yours. – Dana Hurley, Financial Advisor at Allen & Company

That doesn’t go over well on Christmas morning nor does it after your death. – Dana Hurley, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

Marney Robinson – Director of Fine Arts at Neal Auction Company
Neal Auction Company – Marney Robinson

Popular Posts

Back to Top