“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
Estate Planning Series (Part 2): Trust Structures
Katie Brown continues her Coffee with Katie Estate Planning Series with a discussion on the two main types of Trust structures. She describes the two primary types of Trusts: Revocable and Irrevocable. Katie provides an overview of each, their differences, and how trusts can be used to preserve assets and avoid Estate Taxes. Download this free resource providing an overview of Trusts: https://www.mortonbrownfw.com/overview-of-trusts/
Click to watch Part 1 of the series: Key Estate Planning Documents - https://www.youtube.com/watch?v=6edsckvJy9UShow More
Click to watch Part 1 of the series: Key Estate Planning Documents - https://www.youtube.com/watch?v=6edsckvJy9UShow More
Estate Planning Series (Part 2): Trust Structures
Katie Brown continues her Coffee with Katie Estate Planning Series with a discussion on the two main types of Trust structures. She describes the [...]
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Estate Planning Series: Key Documents
Grab your favorite cup of joe and settle in for this multi-part Coffee with Katie series on estate planning. In this first episode, Katie reviews [...]
Coffee with Katie: Encouraging Financial Independence
Deciding when and how to encourage young adult children to "leave the nest" (either physically or financially) can be difficult. Especially when [...]
Sudden Wealth and Unexpected Changes
Unexpected changes in your wealth status can feel overwhelming. Whether through inheritance, divorce, sale of a business, or other means, the [...]
Coffee with Katie: Thriving at Home
In this latest recap, Katie discusses how we can thrive at home while under quarantine. She provides important considerations for cybersecurity [...]
Coffee with Katie Extra Shot: Coronavirus
Many are worried about their financial situations as coronavirus (COVID-19) pandemic continues. Katie provides this "Extra Shot" for those [...]
Financial Spring Cleaning
Since we are all home for the time being, it is a great opportunity to delve into spring cleaning. While we get our houses, yards, and schedules [...]
Planning a Financial Date Night
February's topic for Coffee with Katie was centered around how couples manage their family finances. How do you and your spouse communicate about [...]
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