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3328: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann with Financial Finesse

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Manage episode 515355345 series 2359086
Content provided by Optimal Living Daily LLC and Optimal Living Daily | Diania Merriam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Optimal Living Daily LLC and Optimal Living Daily | Diania Merriam 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.

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

  continue reading

3333 episodes

Artwork
iconShare
 
Manage episode 515355345 series 2359086
Content provided by Optimal Living Daily LLC and Optimal Living Daily | Diania Merriam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Optimal Living Daily LLC and Optimal Living Daily | Diania Merriam 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.

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

  continue reading

3333 episodes

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