Ten Reasons for Estate Planning

by Kirk Kinder on November 14, 2016

This month, we interviewed Mariela D’Alessio, an estate planning attorney out of Towson, Maryland. Mariela discusses the “Ten Reasons for Estate Planning.” We find that estate planning is often an overlooked part of the financial planning process, and that is unfortunate. It is a critical component to a plan as it affects loved ones, your health and medical services, and can be costly to your estate if done improperly.

You can learn more about Mariela and her services here: http://www.sgs-law.com/attorneys/mariela-c-dalessio/

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About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have been poorly served by the commission structure of Wall Street. Clients of the typical Wall Street firms receives sales pitches that are loaded with conflicts of interest. You can find out more information about Picket Fence Financial at http://www.picketfencefinancial.com.

About Kirk Kinder: Kirk Kinder, CFP® (Certified Financial Planner) is the founder and President of Picket Fence Financial. Kirk worked for the Motley Fool where he served as their Director of Member Services. The Fool’s approach of exposing Wall Street’s dirty secrets appealed to Kirk. They shared a common belief that financial planners entrusted with other’s money should have their client’s interests at heart. After leaving the Fool, Kirk worked at a fee-only financial planning firm in Palm Harbor, Florida. There Kirk finished his studies for the Certified Financial Planner designation. Kirk then started Picket Fence Financial with offices in the Baltimore/DC area and Tampa/Clearwater, Florida vicinity. Kirk also has a Masters degree in Personal Financial Planning from the College for Financial Planning – the organization that manages the education requirement for the CFP. Kirk has been quoted in several financial publications including the Wall Street Journal, Kiplingers, Investor’s Business Daily, Standard and Poor’s, and Bloomberg Wealth Manager to name a few. Kirk has also been featured on the local Fox, ABC and NBC affiliates in Baltimore and Tampa Bay.

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