The ‘Soft Side’ of Financial and Estate Planning

As the population ages, boomers and their parents will be facing many unresolved relationship issues. Both generations avoid talking about uncomfortable subjects like money, death and end of life issues. They need help in initiating these crucial conversations with the people they love before it’s too late.

Legacy Deals with Emotion

Financial and legal professionals deal with law, logic and numbers. Planning for legacy is about emotions. Helga Hayse creates the emotional urgency needed to start these crucial conversations. Your work will be easier, more satisfying and comprehensive when clients are receptive to your suggestions.

She teaches family members how to talk productively about touchy subjects like money, death and regrets. Her presentation includes:

How she survived sudden widowhood through planning

How longevity and finances impact each other

Why money and death are hot button subjects

How to raise dfficult issues respectfully

Why crucial conversations matter


Her emotional and urgent message is:

Consult your legal and financial professional today.

Schedule Helga for a presentation on the legal and financial matters that you or your organization should know.

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Helga's New Book

Why parents and adult children need to have the sometimes difficult, but always crucial conversations, about the issues and emotions that shape a family's legacy before it's too late. Get more information HERE.

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What Clients Are Saying

This is one of the most important books any woman, married or single, should read if being financially independent is important. And how could it not be? The title says it all: Don't Worry About a Thing, Dear. How often have we heard that? According to Helga Hayse, when a woman hears that phrase, she needs to pay attention and ask for more information. In Hayse s case, after her husband died unexpectedly, she became the test case for what she teaches women in this book. In an article in the San Francisco Chronicle Magazine in 2004, it praised Hayse s seminar A Wife s Guide to Financial Intimacy, which covers topics as basic as how to tally one s net worth and as delicate as financial spousal abuse. It also described the seminar as an eye-opener for women and a jumping-off point for couples discussion and planning. I found that Chapter ten, Five Financial Mistakes Wives Make, was an encapsulation of what has occurred in most marriages or partnerships. With an appropriate opening quote from Tina Turner What s love got to do with it? Hayse explains and titles each mistake as follows: Mistake 1: Sign Here Honey. Mistake 2: Putting separate funds into joint ventures. Mistake 3: Avoiding Money Talk. Mistake 4: Letting your husband keep the records, and Mistake 5, Paying an equal share when your financial situation changes. Although the author is neither a financial planner nor a marriage counselor, her background as an award winning journalist enables her to write about her personal experience and wider research in easy to understand terms that women can relate to. Whether through her seminars or books, Hayse is worth reading and paying attention to what she recommends. Anita Finley, Editor --Boomer Times & Senior Life