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Content provided by Angela Brooks, CFP® and Angela Brooks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Brooks, CFP® and Angela Brooks 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.
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#32 - Estate Planning Isn’t Just for the Wealthy — Why It Matters for Everyone

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Manage episode 509969462 series 3585324
Content provided by Angela Brooks, CFP® and Angela Brooks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Brooks, CFP® and Angela Brooks 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.

In this episode of Her Money Revolution, Angela Brooks, CFP® explores one of the most essential yet often overlooked areas of financial planning: estate planning. Far from being just about end-of-life decisions, estate planning is about protecting your loved ones, safeguarding your legacy, and ensuring that your wishes are carried out with clarity and care.

Angela breaks down the key components—from wills and trusts to powers of attorney and beneficiary designations—and explains how each plays a critical role in reducing stress, avoiding unnecessary costs, and minimizing family conflict. She also shares practical strategies and real-life examples to illustrate how thoughtful planning can provide both peace of mind and lasting impact.

Whether you’re early in your financial journey or managing a complex estate, this episode provides the guidance you need to take meaningful steps toward protecting what matters most.

Tune in now!

Episode Highlights:

  • The purpose of estate planning—and why it’s about life as much as it is about legacy
  • Key differences between wills and trusts, and when each is appropriate
  • Four essential documents every adult should have in place
  • The importance of updating beneficiaries and how to avoid common oversights
  • How estate planning can minimize conflict and preserve family relationships
  • Practical steps to begin planning today and ensure your documents grow with you over time

Connect with Angela:

Website: https://hermoneyrevolution.com/

Instagram: https://www.instagram.com/hermoneyrevolution/

Facebook: https://www.facebook.com/profile.php?id=61561348149519

Financial Resources: https://hermoneyrevolution.com/resources

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 509969462 series 3585324
Content provided by Angela Brooks, CFP® and Angela Brooks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Brooks, CFP® and Angela Brooks 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.

In this episode of Her Money Revolution, Angela Brooks, CFP® explores one of the most essential yet often overlooked areas of financial planning: estate planning. Far from being just about end-of-life decisions, estate planning is about protecting your loved ones, safeguarding your legacy, and ensuring that your wishes are carried out with clarity and care.

Angela breaks down the key components—from wills and trusts to powers of attorney and beneficiary designations—and explains how each plays a critical role in reducing stress, avoiding unnecessary costs, and minimizing family conflict. She also shares practical strategies and real-life examples to illustrate how thoughtful planning can provide both peace of mind and lasting impact.

Whether you’re early in your financial journey or managing a complex estate, this episode provides the guidance you need to take meaningful steps toward protecting what matters most.

Tune in now!

Episode Highlights:

  • The purpose of estate planning—and why it’s about life as much as it is about legacy
  • Key differences between wills and trusts, and when each is appropriate
  • Four essential documents every adult should have in place
  • The importance of updating beneficiaries and how to avoid common oversights
  • How estate planning can minimize conflict and preserve family relationships
  • Practical steps to begin planning today and ensure your documents grow with you over time

Connect with Angela:

Website: https://hermoneyrevolution.com/

Instagram: https://www.instagram.com/hermoneyrevolution/

Facebook: https://www.facebook.com/profile.php?id=61561348149519

Financial Resources: https://hermoneyrevolution.com/resources

  continue reading

33 episodes

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