Financial Thoughts with Susan Moore

Management, Inc. at 12 p.m. Please call 334.270.1672, or email sarah@ moorewealthmanagement.com, for more information and reservations.

By Susan Clayton Moore, J.D. Principal of

They are flexible and can be changed without having to re-do legal documents to reflect family changes such as births, deaths and divorces. The workshop covers how to use these beneficiary designations properly, including primary and contingent beneficiaries and per capita or per stirpes distributions.

In addition, the Webinar offers attendees a template of how to conduct a family meeting at which you communicate to your family and heirs your plans and intentions around the distribution of your assets. A vital part of this meeting is to define the roles and responsibilities of your various heirs as well as general instructions, including the location of key documents, burial wishes and intentions for tangible personal property.

These methods will be covered in a Webinar format on Wednesday, August 23rd by Susan Moore of Moore Wealth

Free Estate Planning Workshop Webinar August

We conduct a variety of workshops and seminars at MWM. The mission statement of MWM is very simple: “and then some.” We attempt to do what is expected, what is required “and then some”. The Putting Your Estate in Order workshop is part of our monthly “and then some” workshops. In addition, MWM conducts daily current events market updates that attempt to explain what is going on in the financial world. If you would like to be on the mailing list or receive email notifications of upcoming webinars, please call 334.270.1672.

Susan Clayton Moore, J.D., is a financial advisor and wealth manager of Moore Wealth Management, Inc., with offices in Auburn, Montgomery, and Alexander City, AL. Susan has under advisement over $170 million (as of 1.21.2022) in brokerage and advisory assets through Kestra Financial and has been a financial planner over 40 years. Contact Susan at 334.270.1672. Email contact is susan@moorewealthmanagement.com

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney or tax advisor regarding your individual situation.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Moore Wealth Management, Inc. https://bit.ly/KF-Disclosures

¹https://www.usatoday.com/story/money/ personalfinance/2015/07/11/estate-plan-will/71270548/