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Courageous Money Talks: Estate Planning, Checklists & Family Readiness
Manage episode 515028192 series 2363800
Author Jane Blaufus shares hard-won lessons on having courageous conversations about money and estate planning. She outlines where to start (with yourself), how to bring in family without escalating conflict, and the four pro “legs” to consult: financial advisor, lawyer, accountant, and funeral pre-planning. Jane also stresses writing everything down from wishes to contacts and key documents so loved ones aren’t making 90+ decisions in crisis. Gentle, practical steps to protect the people you care about.
Find out more at janeblaufus.com and connect on Facebook and LinkedIn.
285 episodes
Manage episode 515028192 series 2363800
Author Jane Blaufus shares hard-won lessons on having courageous conversations about money and estate planning. She outlines where to start (with yourself), how to bring in family without escalating conflict, and the four pro “legs” to consult: financial advisor, lawyer, accountant, and funeral pre-planning. Jane also stresses writing everything down from wishes to contacts and key documents so loved ones aren’t making 90+ decisions in crisis. Gentle, practical steps to protect the people you care about.
Find out more at janeblaufus.com and connect on Facebook and LinkedIn.
285 episodes
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