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Beyond The Dollar - Deep and Honest Conversations On How Money Affects Your Well-Being
Host Sarah Li-Cain wants to make money more approachable by having frank and honest conversations. Each episode, her and her guests candidly discuss a topic at the intersection of money and life. It becomes a space where wins, failures, happiness, shame and everything in between gets its turn. Come learn about how topics like financial independence, frugality, budgeting and other major life transitions and events affect your money.
Beyond The Dollar - Deep and Honest Conversations On How Money Affects Your Well-Being
Losing $5.5 Million Dollars to Inheritance Theft with Emily Guy Birken
Emily who, after her dad passed away (and was worth 5.5 million dollars) ended up fighting tooth and nail to ensure that her stepmother didn’t steal all of her and her sister's inheritance. Listen to find out why she was going to allow her stepmother to do whatever she wanted with her father’s estate until one incident which led her to saying “oh hell no!” She goes into detail about the legal battle, what was in the estate planning documents that allowed her stepmother to spend all that money and how Emily stopped feeling angry so she could finally grieve her father.
What You Hear in This Episode:
- What happened so that Emily's stepmother was able to dip into the money housed in her father's trust
- Why Emily was going to let it go until one incident with your stepmother led her to fight for her rights
- How much Emily spent on legal fees
- How long it took Emily and her sister to come to an "agreement"
- Why Emily settled for less than what was "owed"
Resources:
- Protecting Yourself from Inheritance Theft
- Trust & Will
- Do It Yourself Estate Planning - American Bar Association
- How to Get Free Legal Aid in Your State
*theme music by Donovan Dorrance