Ensure your love lasts a lifetime. Plan your estate to secure your loved one’s future and bring them peace of mind.
In this episode, I will discuss the importance of estate planning and share a personal experience to highlight its benefits. I will also cover the documents that go into an estate plan, such as wills, trusts, and medical health care directives. Estate planning will help you distribute your assets, and medical health care directives can ensure that one’s wishes are respected in case of incapacitation.
Take the first step in showing your love for your family by creating an estate plan with us. Tune in now!
[5:22] #1 What is an estate plan, and how does it help?
[9:16] #2 How an estate plan can help you when someone is incapacitated?
[10:58] #3 What goes into the estate plan?
If you loved this episode, you have to listen to these episodes as well:
>> The Value of a Financial Advisor
>> Planning Your Life & Finances – a 2022 Mash Up
>> Own Your Home and Grow Your Mental Wealth
I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.
Want to chat with a fee-only financial planner? Shoot me an email at firstname.lastname@example.org I Can’t wait to meet you.