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Legacy Planning Series: Episode 1 – Because I Love You Guide
Manage episode 513491915 series 1508100
What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning.
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most. It’s not just about money; it’s about leaving clarity, not confusion.
You’ll hear them discuss:
Resources
Natalie Colley on on FrancisFinancial.com | LinkedIn
Stacy Francis on LinkedIn | X(Twitter) | Email
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
210 episodes
Manage episode 513491915 series 1508100
What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning.
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most. It’s not just about money; it’s about leaving clarity, not confusion.
You’ll hear them discuss:
Resources
Natalie Colley on on FrancisFinancial.com | LinkedIn
Stacy Francis on LinkedIn | X(Twitter) | Email
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
210 episodes
All episodes
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