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3328: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann with Financial Finesse
Manage episode 515355345 series 2359086
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 3328:
Scott Spann outlines a straightforward estate planning checklist that empowers you to make proactive decisions, no matter your age, income, or family status. From organizing documents and setting clear goals to naming beneficiaries and creating essential legal directives, this guide helps ensure your wishes are honored and your loved ones are spared unnecessary stress during difficult times.
Read along with the original article(s) here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/
Quotes to ponder:
"Discussing your intentions in advance can help avoid family conflicts and also minimize the potential for any confusion or questions regarding your true intentions."
"If you have a plan in place but nobody is aware of it, then your wishes may be ignored or there may be significant delays in figuring out your desires."
"Life will undoubtedly throw a curve ball or two our way so it’s essential to review and adapt our plans as necessary."
Episode references:
Life Happens: https://lifehappens.org/
LegalZoom: https://www.legalzoom.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
3333 episodes
3328: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann with Financial Finesse
Optimal Finance Daily - Financial Independence and Money Advice
Manage episode 515355345 series 2359086
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 3328:
Scott Spann outlines a straightforward estate planning checklist that empowers you to make proactive decisions, no matter your age, income, or family status. From organizing documents and setting clear goals to naming beneficiaries and creating essential legal directives, this guide helps ensure your wishes are honored and your loved ones are spared unnecessary stress during difficult times.
Read along with the original article(s) here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/
Quotes to ponder:
"Discussing your intentions in advance can help avoid family conflicts and also minimize the potential for any confusion or questions regarding your true intentions."
"If you have a plan in place but nobody is aware of it, then your wishes may be ignored or there may be significant delays in figuring out your desires."
"Life will undoubtedly throw a curve ball or two our way so it’s essential to review and adapt our plans as necessary."
Episode references:
Life Happens: https://lifehappens.org/
LegalZoom: https://www.legalzoom.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
3333 episodes
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