In this episode, Julina is joined by Stephen Napier, a member of Berkowitz, Trager and Trager. Together, they dive into the crucial components of estate planning that are frequently overlooked, highlighting the importance of thoughtful decisions in maintaining a Legacy. Using relatable examples, they highlight the key factors necessary to protect both your assets and your desires for the future.

Show Highlights:
Why this topic is for everyone (3:00)
Mistake of not having an estate plan at all (3:21)
Estate tax exemptions (11:08)
Why stay up to date with an estate plan (17:43)
Mistake of not planning for probate and how unique each state is (20:23)
Benefits of a revocable trust (25:05)
Choosing the wrong executor and trustees (26:10)
Not having a power of attorney or health care proxy (32:10)
Importance of up-to-date documents, even if they don't expire (36:20)
Tax planning (39:57)
Designating beneficiaries (46:09)

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

Most Recent Episodes

December 13, 2024

Advisor's Alpha: Unlocking the True Value of Financial Advice

Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral Coaching and tax-efficient strategies to building...

Listen · 47:56

December 1, 2024

End-of-Life Planning for Peace of Mind

 In this episode of Women on Wealth, Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind. They discuss the importance of...

Listen · 43:40

November 7, 2024

Financial Intimacy

 In this episode Julina Ogilvie interviews Adam Kol, a Couples Financial Coach, on the topic of financial intimacy. They explore why Money conversations are challenging for couples and the...

Listen · 41:34

Load More Episodes

Julina Ogilvie Wealth Advisor, Author, Podcast Host

Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.

Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy, she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parent’s Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.

Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs, Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women’s Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete who qualified for the Ironman World Championship in 2024.