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Legacy Planning…What Are You Waiting For? (S3 E6)

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Manage episode 485208742 series 3571300
Content provided by Jeff Harrell | Are You FI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Harrell | Are You FI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

S3 E6: Everyone eventually faces their ultimate demise, and when this occurs, it triggers a distressing chain of events that families dread. Not only are family members in mourning after a death, but they must address financial and estate plan matters as well. This exacerbates an already stressful time, and occasionally causes familial discord.

If maintaining a positive family legacy is important to you, it’s essential to take the necessary steps now to ensure your loved ones are prepared to handle your passing. Like it or not, neglecting this preparation will imply to your family that it was not a priority.

While there is no universal blueprint for legacy planning, Jeff Harrell highlights a few estate planning missteps he’s seen repeatedly and a couple resources to help you avoid the same common oversights.

(Season 3 Episode 6)

Resources Mentioned in Episode:

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of
www.epidemicsound.com

  continue reading

40 episodes

Artwork
iconShare
 
Manage episode 485208742 series 3571300
Content provided by Jeff Harrell | Are You FI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Harrell | Are You FI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

S3 E6: Everyone eventually faces their ultimate demise, and when this occurs, it triggers a distressing chain of events that families dread. Not only are family members in mourning after a death, but they must address financial and estate plan matters as well. This exacerbates an already stressful time, and occasionally causes familial discord.

If maintaining a positive family legacy is important to you, it’s essential to take the necessary steps now to ensure your loved ones are prepared to handle your passing. Like it or not, neglecting this preparation will imply to your family that it was not a priority.

While there is no universal blueprint for legacy planning, Jeff Harrell highlights a few estate planning missteps he’s seen repeatedly and a couple resources to help you avoid the same common oversights.

(Season 3 Episode 6)

Resources Mentioned in Episode:

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of
www.epidemicsound.com

  continue reading

40 episodes

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