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Insights From an Unprepared Beneficiary With Katie Burden
Beyond The Balance Sheet Podcast
English - March 10, 2021 08:00 - 23 minutes - 21.6 MBMental Health Health & Fitness Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Complex Estate Plans: Practical Strategies for Families to Consider with Impaired Beneficiaries
Next Episode: Managing Difficult Clients Without Getting Fired
Meet Katie, Diana’s god-daughter and the beneficiary of a multi-generational trust. As someone who has struggled with mental health issues, eating disorders, and substance abuse, Katie has advice for our listeners on what to consider when interacting with people who have similar situations such as hers. Tune in as Katie gives experience-based advice to parents, family members, and trust officers on how to deal with people who struggle with similar issues.