Community Partner Events
Join Michelle Bell and some Community Partners as they educate the community on Financial Trauma.
Financial Trauma
Estate planning is often perceived as a final act of love and responsibility, a crucial step in safeguarding the emotional and financial well-being of your loved ones. However, when overlooked, the absence of an estate plan can plunge families into deep financial trauma, characterized by confusion and distress during times of loss. This trauma is particularly prevalent among historically underrepresented communities and individuals who have not been equipped with the knowledge of personal finances, estate planning, and mental health. As we have recognized the profound impact of this, along with one of our community partner, Plus Media LLC, we introduce the “Build a Legacy – Leave a Legacy (BALLL)” Program. BALLL is designed as a beacon of hope and support, guiding individuals through the intricacies of financial trauma and empowering them with the tools and knowledge to write their own love letters to their families through informed decision making.
BALLL workshops are our beacon of hope in this journey. This program is dedicated to addressing and alleviating financial trauma within historically underrepresented communities. BALLL is more than a workshop; it’s a transformative experience designed to guide you through the complexities of financial and emotional wellness. Our approach is rooted in compassion, understanding, and practical support, tailored to the unique experiences of each participant.
BALLL Program Pillars
- Education and Empowerment: Knowledge is power. Our workshops provide comprehensive education on financial management, mental health, and estate planning. We empower individuals with essential knowledge and skills, enabling them to navigate economic challenges confidently.
- Identification of Financial Trauma to Improve Well-Being: Recognizing financial trauma is the first step towards healing. We provide psychoeducation on the variations of trauma, with a special focus on financial trauma. Participants learn healthy and effective coping strategies, crucial for building and preserving generational wealth and well-being through life insurance, mental health support, and thoughtful estate planning.
- Employment and Economic Empowerment: We offer resources and support for employment opportunities, fostering economic empowerment. Our goal is to prepare you for a brighter economic future.
- Community Resilience (Empowerment): At BALLL, we believe in the power of community. We foster resilience through shared experiences and collective support, creating a network of individuals who uplift and inspire one another.
Reminder – Estate Planning: A Love Letter to Your Family
Estate planning is more than a legal process; it’s a love letter to your family. It’s a way of saying, “I love you enough to make these decisions now, so you can focus on grieving and supporting each other.” Through the BALLL program, we encourage you to take this step of love and responsibility, ensuring that your legacy is a source of comfort and guidance for your loved ones.
Webinars & Events
Join Michelle Bell in learning the value of proper estate planning either in-person or virtually.
On Demand Webinars and Interviews
It’s back to school time and of course, I had to let my fellow parents know 10 things about protecting their children before they head off to school. Kick back, relax and watch this video to learn a few facts. Did you know that naming guardians for your children in your will doesn’t always mean that your children will go to the person that you chose? Did you also know that naming godparents is not a legal procedure only a spiritual one? I address these questions and others in this video.
Superheroes come in all shapes and sizes. Have you picked one to raise your children should you get into an accident or pass away? If you have picked a superhero to raise your children if something happens to you, have you listed two alternate people? The last thing that you want to do is name a guardian for your children but the person either says no or the court says no to that person. If you are in a coma or have died, you do not know that the person you named said no or that the court determined the person was ineligible to care for your children. Come hang out with me as we discuss the 6 common mistakes most families make when naming legal guardians.
Donald C. Moragne, host and producer of the Wealth Zone University Segment, interviews Michelle Bell, Estate Attorney, and owner of MC Bell Law Firm, PLLC. They discuss small business succession and legacy planning. You are watching Skills to Pay the Bills from the Wealth Zone University.
Schedule Your Next Group Talk, Seminar, or Workshop
Michelle Bell loves to educate her community on how life & legacy planning is a must. It should be a frequent conversation and not taboo. Michelle would love to speak at your local business or your next group event. Choose the topic that works best for you.
When Do-It-Yourself (DIY) goes wrong!
We take a look at what happens when tragedy strikes and how through estate planning, you can save your family from the needless disputes, expense, and embarrassing public exposure your loved ones may endure. Regardless of your financial status, planning for your potential incapacity and eventual death is something that you should take care of immediately, especially if you have children. Bonus: We cover a celebrity’s story that included Three Wills, A Sofa, and a Spiral Notebook DIYs.
When you work hard and play harder!
Are you a person that works hard to make sure that your bills are paid and there is food on the table? So much so that you miss most of your family get-togethers and your children’s outside activities? Or do you work really hard and spend your money on traveling, happy hours, fun adventures with the idea that you can always make more money? Whichever lifestyle resonates with you, if you have not put an estate plan in place you are definitely playing harder than you work. You’re making a choice to leave your family in a position of dealing with court or having internal conflicts. We can help you make better choices. Bonus: We cover a celebrity’s story that has a lot of debt and sibling rivalry in court.
Money and Legacy are NOT taboo dinner conversations!
Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens, or already adults. Believe me, it’s not that scary once you start the conversation. You, as the parent, may learn a few things as well. Most parents want their children to do better than them and we can help you by starting the conversations of money and legacy. Bonus: We cover how to talk to your children in three stages – tweens/teens, in their 20s, and in their 30/40s using a real family story.
Keep silent and EVERYONE gets hurt!
Our seasoned seniors are great for advice, to tell you stories of the family history and sometimes family gossip. We have to protect these priceless treasures of our family from ruthless and scrupulous people that prey on them, i.e. wolves in sheep’s clothing. Sometimes our seasoned seniors need help and their families place them in the hands of professional guardians. Professional guardians can help to take care of our seasoned seniors but if the family doesn’t put an estate plan in place to protect them, the professional guardians can take advantage of them. It’s unfortunate but some, not all, are legal gangsters. Let’s talk about protecting our seasoned seniors from legal gangsters. Bonus: We cover a real life story that was featured in a documentary series with numerous plot twists.
Blended families are AWESOME & SPECIAL!
If you have children from a prior marriage or relationship, and you become incapacitated or die, leaving everything to your new spouse or partner, there is almost certain to be some conflict (whether spoken or not) between your children and new spouse. On the other hand, if you are the child of a parent who has remarried or re-partnered, after a divorce or death, of your other parent, you may want to bring issues that your family may face without proper legal planning to your parent’s attention. We address how to start these conversations and possible outcomes. Bonus: We cover a true story with plot twists.
When your circle of business friends are small but brutal!
Whether your business is just getting started or you’ve been in business for years, we cover the steps you need to take to avoid disastrous consequences. The ideal time to coordinate your business agreements with your estate plan is when you first launch your business. This way you can address the ownership rights to all of your business assets, including any intellectual property, from the very start and incorporate those ownership rights into your company’s governing documents. Basically, a business owner needs to coordinate their company’s governing documents with their estate plan. Bonus: We cover a celebrity’s story that has a documentary based on it.