Planning for Aging Boomers with No Children
What does the “Great Transfer of Wealth” look like for individuals with no children? What unique considerations should we consider for this population of clients?
Moderator:
Ross Bomholt is a Trust Advisor with Regions Bank, providing financial planning, estate/trust planning, and business succession planning services to high-net-worth and business clients. He has over ten years of experience as a practicing Trusts & Estates Attorney and a CPA. He is a licensed Certified Public Accountant, Certified Financial Planner, and attorney in Tennessee. Ross received his law degree from The Ohio State University Moritz College of Law in 2015 and an accounting degree from Indiana University Kelley School of Business.
SPEAKERS:
Jennifer Sheppard Jacobs was born and raised in Nashville, Tennessee. She attended The University of Tennessee, Knoxville where she earned a B.A. in Political Science and Child & Family Studies, and Nashville School of Law, where she earned her J.D. Jennifer maintained a solo practice in Nashville for eight years before joining her current firm, MHPS, in 2013. Jennifer handles probate litigation, conservatorships, guardianships, the administration of estates, adoptions, and appellate work. She also accepts appointments from the Davidson County Probate Court to serve as Conservator, Personal Representative for Estates, and Guardian ad litem.
Alexandria Fisher joined the Regions’ Private Wealth Management team after practicing law for over a decade. She is a licensed attorney in Ten¬nessee and Alabama, and a graduate of Nashville Bar Foundation Leadership Forum (2018) and Tennessee Bar Association Leadership Law (2020). She earned her Bachelor of Arts from Union University and her law degree from Vanderbilt University Law School. Alexandria focuses on more than just a client’s immediate needs – she also concentrates on the client’s complete financial picture, working closely with all the additional products and services that Regions Bank has to offer.
Mollie Lacher is a Tennessee native with a master's degree in Leadership and Organizational Development from Vanderbilt University. After the unexpected passing of her brother-in-law in 2017, Mollie left her project management career at Bridgestone to create Sunny Care Services. Sunny Care Services is a planning and concierge service for families that have lost a loved one. The company takes on all of the burdensome tasks that come with closing out a lost loved one’s life and serving as executor for the estate.
