Family Matters with Reese Law: Recent Episodes
Heartcast Media
Tools and Techniques for Families to use when Handling Stress with Mary Smith, Parenting Coach, Certified Master Life Coach, Certified Positive Discipline Expert
Getting your Finances together for the end of the Year with Jamie Blum. Jamie is a divorce financial consultant and litigation support manager with Councilor, Buchanan and Mitchell, a CPA firm (CBM)
Leah Jones values her long-term relationships with clients. “I listen and understand my clients’ needs through every phase of life and am passionate about making sure we achieve their goals together,” says Leah. With almost two decades of asset and private wealth management experience, Leah recognizes that today’s world is fluid and she is always ready to help her clients adapt.
She is passionate about helping both her clients and their children to achieve their life goals. She believes financial literacy education can and should start at a young age.
Leah joined Hightower as Director of Financial Planning in 2015. Leah’s prior experience and knowledge in the financial industry was acquired while working at several different firms.
Leah specializes in developing and implementing complex financial planning strategies, managing investments including alternative investments and has a specialty in advising clients who need assistance with divorce financial planning.
Cyndi Turner has worked for almost three decades in both the public and private sectors, with a professional background that includes serving in clinical as well as supervisory roles. She is a Licensed Clinical Social Worker (LCSW), Licensed Substance Abuse Treatment Practitioner (LSATP) and Master Addition Counselor (MAC). As co-founder and Clinical Director of Insight Into Action Therapy, she provides a wide variety of services to include mental health and substance use disorders therapy, clinical supervision, community education, and court-involved assessment and treatment. She is also the co-founder and Chief Executive Officer of Insight Recovery Centers, a Department of Behavioral Health and Developmental Services licensed intensive outpatient program and outpatient program (ASAM Level 1.0 and 2.1 level of care) for those struggling with substance use disorders. With Craig James, she co-developed the Dual Diagnosis Recovery Program© used in both companies.
Working with individuals and couples going through life changes, including medical issues, is Phyllis Palombi's specialty. She has dedicated her career helping people make their relationships, marriage, healthier and happier learning about themselves and communicating needs and goals more effectively. Couples also come to her when they have already made a decision to separate and want to do it in healthy ways. She is part of the Collaborative Divorce Community in Northern Virginia where she team's up with attorneys and financial experts to help people find a more amicable way to divorce with more mental health support for the whole family.
Sponsor link: www.reeselawoffice.com
Key Takeaways:
0:00 Intro
1:04 Andrea talks about what someone that is contemplating a divorce or has received a final decree of divorce be doing to protect their interests and what’s an estate plan and why everyone should have one
2:42 Andrea talks about what to do next if you already have an estate plan and the different items that comes with an estate plan
6:16 Andrea explains if people are still making the appointments to go and sign the final papers in Covid times and how the process goes
7:28 Andrea also talks about when is the best time to update your powers of attorney or will and if it’s when married or after a divorce
8:18 Andrea explains what the living trusts and wills documents are, what are their differences and what purposes do they fulfill
11:48 Andrea also explains how through a trust, you can create generational wealth and why someone would have a trust and a will at the same time
15:11 Andrea talks about why you should at least look at your documents annually and conceivably update and how they help their clients do that
20:28 Andrea talks about elder care, what it is and how that is also can be part of the planning and why it is important
24:08 Andrea also talks about things that causes people to be hesitant to go in and plan for their estate and what she’d advice her clients
26:20 Andrea shares some tips on how to identify someone to be your backup for household and financial matters
Shows Mentioned:
www.reeselawoffice.com
The Health Insurance Portability and Accountability Act of 1996 is a United States federal statute enacted by the 104th United States Congress and signed into law by President Bill Clinton on August 21, 1996.
A living will, also called a directive to physicians or advance directive, is a document that lets people state their wishes for end-of-life medical care, in case they become unable to communicate their decisions. It has no power after death.
Medicaid in the United States is a federal and state program that helps with healthcare costs for some people with limited income and resources. Medicaid also offers benefits not normally covered by Medicare, including nursing home care and personal care services.
Quotes Mentioned:
“Having an estate plan gives people control over who they give their wealth to when they want and the way they want.”
“If you have belongings, that is your wealth and you need to plan for what happens to it when you die.”
“The medical power of attorney lets someone else make medical decisions for you if you're incapable of doing so.”
“If you haven't signed these documents, they are not in effect and they won't work for you.”
“At the end of 2025, the current estate tax exemption sunsets.”
“You can’t create a supplemental needs trust or a special needs trust for someone in a will, but you can do that in a trust.”
“Anyone over the age of 18 with belongings needs to plan for their estate.”
“Did you know that all states have a department of unclaimed assets?”
Guests Social Media Links:
Andrea W. Bryk, Esq.
LinkedIn: https://www.linkedin.com/in/andrea-weiss-bryk-44737735/
Phone: 703-917-0804
Email: awbryk@wrightlawstrategies.net
Episode Sponsor – Reese Law:
A Fairfax, VA family law firm serving Northern Virginia and Montgomery County, MD. We strive to see our clients as emotionally, mentally and financially whole at the end of a family law dispute. You can find more information at www.reeselawoffice.com
Mary Szpanka, CPA has been serving the Washington DC Metro area for over 40 years. She has received numerous awards and recognitions for her distinguished technical and interpersonal skills. Mary Szpanka, CPA provides tax advice, planning and preparation and accounting services for individuals, small and large business (sole proprietorships, corporations, partnerships), trusts and estates.
Mary also provides in-depth financial guidance to couples or individuals going through divorce.
At some point in our lives we all find ourselves stuck, fearful, overwhelmed or perhaps uncertain how to resolve issues such as grief, loss, anger, financial hardship, and relationship problems. Acute and/or cumulative stresses may leave us wanting to move forward, beyond old patterns of behaving or thinking. Maybe you have elicited resources that have not worked or the issue is beyond the scope of those currently assisting you. Perhaps you have decided it may be beneficial to seek professional help. David Tyson is a licensed clinical social workers who works independently as a private practice clinician and often presenting educational seminars. He provides experienced, professional help for individual adults, adolescents, couples, families and groups. David is licensed in Virginia, Maryland and the District of Columbia.
In this episode, we learn all about the Reese Law office and the members and team that work so hard to make us successful. Join us as we look back at our history and dive into what makes our firm so special.
Sponsor link: www.reeselawoffice.com
Key Takeaways:
0:00 Intro
0:55 Mario talks about the team oriented culture of Reese Law
2:14 Catherine also talks about the kind of culture she envisioned for her firm when she started it
3:27 Catherine shares how her firm has achieved the goal of working as a team to serve their clients
4:47 Mario explains how Reese Law meets the needs of their clients and why that is important
5:56 Catherine talks about how she came about to having a masters in counseling and how it has come in handy for her and her career
7:21 Mario talks about Reese Law attorneys being trained and certified and why that is important
8:23 Catherine also adds how being trained equips you with the knowledge to come up with more innovative solutions that are accepted by the other side to help their clients
9:14 Mario shares the importance of being organized and how that helps them as a firm to better take care of their client’s needs
10:57 Mario talks about different roles of staffs that work in their firm, how important those roles are and how they help their firm serve their clients better
13:03 Catherine shares the vision of her firm in the next 5 years in terms of solving their client’s needs
15:51 Catherine talks about the types of feedbacks they get from clients after they've been represented by the firm
Shows Mentioned:
www.reeselawoffice.com
Quotes Mentioned:
“Family law in court, the judges have limitations that are statutory and they cannot take care
of every need that a family may have.”
“Many clients are better served through not going to court, but instead using these alternative
dispute resolution processes.”
“Having everyone trained allows for much more flexibility, as opposed to other firms where
maybe only one attorney in the firm is a mediator or collaboratively trained.”
“What happens in a family case can affect the family as a whole.”
Guests Social Media Links:
https://www.reeselawoffice.com/mario-e.-williams.html
https://www.linkedin.com/in/mario-williams/
Episode Sponsor – Reese Law:
A Fairfax, VA family law firm serving Northern Virginia and Montgomery County, MD. We
strive to see our clients as emotionally, mentally and financially whole at the end of a family
law dispute. You can find more information at www.reeselawoffice.com
In this episode, we discuss comparing collaborative and mediation processes in family law.
In this episode, we discuss an overview of the mediation process and what to expect when using this path to resolution.
In this episode, we address top level questions about the collaborative law process and discuss some of the benefits on using this approach over litigation.