Kimberly Jamieson, Financial Planner with Golden Legacy Wealth Management, Discusses the Importance of Estate Planning

November 05, 2024 at 06:40 AM EST

Kimberly Jamieson discusses the importance of estate planning.

Discussing estate planning is indeed challenging, as it often brings up uncomfortable thoughts about mortality and the “what-ifs” of life. But having these conversations is one of the most compassionate and thoughtful things you can do for your loved ones. Estate planning can help prevent future difficulties and provide loved ones with peace of mind, ensuring your wishes are honored and reducing the administrative and emotional burden on them.

In today’s ever-changing financial landscape, estate planning plays a crucial role in ensuring that individuals and families protect their assets and maintain control over their financial destinies. With its ability to provide long-term financial security, reduce tax burdens, and prevent unnecessary legal entanglements, estate planning stands as a pillar of fiscal responsibility and peace of mind.

A well-structured estate plan offers numerous benefits, foremost being the assurance that one’s assets are distributed according to their wishes, thereby securing the financial future of loved ones. By minimizing taxes and circumventing complex legal processes, estate planning can significantly reduce the burden on surviving family members during emotionally challenging times.

Without an estate plan, individuals risk leaving their families vulnerable to the complexities of probate court, potential disputes, and financial instability. These challenges can be easily avoided with proactive planning and professional guidance.

Estate planning is not just for the wealthy; it is an essential step for anyone who wishes to ensure their legacy is preserved and their family is protected.
The peace of mind that comes from knowing your affairs are in order is invaluable.

We urge individuals to take action today by consulting with experienced estate planning professionals who can tailor a plan to meet their unique needs and goals. A comprehensive estate plan is not a one-time task but a crucial, evolving document that adapts to changes in circumstances and legislation.

Kimberly shared: “I feel this topic is of utmost importance. When my parents passed, this is what I experienced. Get your estate house in order, no matter what age you are.”

About Kimberly Jamieson

As a Financial Planner, Kimberly L. Jamieson, CFS®, CRPC®, CPFA® knows the importance of setting goals – and actively working to achieve them. She is passionate about helping others and focused on crafting plans with her clients so they can pursue financial security.

After years of successfully setting and pursuing her own financial goals, Kimberly – an avid reader of financial experts – realized she had a talent for investing. She had a desire to work with clients, especially women, to help them set and then follow their financial goals.

Kimberly isn’t your run-of-the-mill, career financial planner. She was a successful small business owner for many years before changing careers over 14 years ago.

Kimberly knows that good financial planning isn’t about luck: it’s about having a plan. Kimberly, who has built her practice with Golden Legacy Wealth Management, wholly believes in helping her clients craft a plan that allows them to meet both short- and long-term financial goals.

Women, especially, need to take charge of their financial futures, Kimberly says. She loves educating women, teaching them to move forward confidently with their goals, and showing them how to prepare for life’s inevitable challenges – death, divorce, and job loss – while saving for things like retirement and college.

As a single mom, Kimberly walks the walk, having raised a daughter who is now setting and tracking her own financial and professional goals.

Kimberly has a master’s degree in photography and owned a successful photography studio for 30 years. One of her goals as a mother was to have her daughter graduate from the University of Michigan debt-free. After achieving that goal, Kimberly decided to pivot and change careers in 2010.

In addition to her work as a financial planner, Kimberly enjoys spending time with her daughter, Dr. Nicole Jamieson, and traveling.

Learn more: www.Goldenlegacywm.com

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034. (248) 663-4700.

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Kimberly Jamieson, Financial Planner with Golden Legacy Wealth Management, Discusses the Importance of Estate Planning

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