Ashley Harmon - Lawyer

03/17/2025

Check out part 2!

You're not going to want to miss Part 2 - TRUST Us ⚖️
Ashley Harmon, an estate and power of attorney lawyer at Hogarth Hermiston Severs LLP, Ashley Harmon - Lawyer continues her insightful discussion with Ben. Ashley's experience navigating the complexities of trusts and estate planning brings a wealth of knowledge—covering both the successes and pitfalls she’s encountered in her practice.

In this deep dive, she explores common estate planning issues, including:
➡The biggest mistake people make in estate planning.
➡Financial indicators that suggest that it’s time to set up a trust.
➡Different types of trusts.
➡How certain trusts can help bypass probate, maintain privacy, or expedite asset transfers to beneficiaries.
➡The potential fee structures associated with trusts.
➡Strategies for second marriages—ensuring assets pass to children while providing for a spouse.
➡The role of pre-nuptial agreements in estate planning.
➡Essential information for those named as a Power of Attorney (POA).
➡Joint finances and bank accounts—their pros, cons, and relevance in estate planning.

This discussion is packed with valuable insights, resources, and practical advice for anyone looking to build a solid estate plan. Don't miss this opportunity to empower yourself with knowledge!

Listen on our website:
https://daviesfinancial.ca/part2legacylaw/

On Spotify:
https://open.spotify.com/episode/3U98Vk1WUqlRMlUNqxSDmV?si=daf81be0279742ae

On Apple:
https://podcasts.apple.com/us/podcast/ep-56-legacy-law-your-guide-to-estate-planning-ashley/id1523111198?i=1000698177759

02/16/2025

I love doing these free events with Jillian and Heather. If you’d love some snacks and some free information about what executors do, come hang out with us! Everyone is welcome!

01/24/2025

It’s a new year—a fresh start to improve ourselves and deepen our understanding of finances, including topics we might shy away from, like legacy and estate planning. In this first podcast of 2025, Ben is thrilled to welcome back Ashley Harmon - Lawyer, a Lawyer specializing in estates. Ashley will explain why having a solid estate plan is essential for ensuring your assets are distributed according to your wishes, reducing legal complexities and taxes, and protecting your loved ones.

As a lawyer with Hogarth Hermiston Severs, Ashley is passionate about helping individuals secure their hard-earned legacies and pass them on to future generations in practical, tax-efficient ways. Her expertise spans Estate Planning, Probate, Estate Litigation, Estate Administration, Adult Guardianships, and Real Estate.

Listen Now 🎧
On our website:
https://daviesfinancial.ca/estate/

On Spotify:
https://open.spotify.com/episode/051z2diXxHJ2IcoOiRtggC?si=0ad521ef527049e2

On Apple:
https://podcasts.apple.com/us/podcast/ep-55-legacy-law-your-guide-to-estate-planning-ashley-harmon/id1523111198?i=1000685217972

01/24/2025

It was a pleasure to work on this podcast episode with Ben Davies! Don’t miss this one! Lots of information free of charge! Reach out to myself or Ben if you could use some help with anything discussed in this episode!

Podcast Episode · The Clear Money Mindset · 2025-01-23 · 33m