3328: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann with Financial Finesse
Description
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
![3327: [Part 2] Your Aging Car: Repair or Replace? By Philip Taylor of PT Money on Making Smart Car Decisions](https://megaphone.imgix.net/podcasts/09fdf344-aa6a-11f0-b3c6-0f6d8c22cb3e/image/26e849a9369419ae9101e7823ba8de83.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "3327: [Part 2] Your Aging Car: Repair or Replace? By Philip Taylor of PT Money on Making Smart Car Decisions")
![3326: [Part 1] Your Aging Car: Repair or Replace? By Philip Taylor of PT Money on Making Smart Car Decisions](https://megaphone.imgix.net/podcasts/6085f370-aa69-11f0-9719-7ff37026c2c7/image/0940ef6babc866f1234fe5513c1fe939.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "3326: [Part 1] Your Aging Car: Repair or Replace? By Philip Taylor of PT Money on Making Smart Car Decisions")
![3318: [Part 2] Are You Feeling Lucky? The Two Schools of Retirement Income by Darrow Kirkpatrick on Retirement Planning Basics](https://megaphone.imgix.net/podcasts/a578fcbc-a41e-11f0-b818-c7a38df7a143/image/923119da07a0f4a09ec10aab91b495b1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "3318: [Part 2] Are You Feeling Lucky? The Two Schools of Retirement Income by Darrow Kirkpatrick on Retirement Planning Basics")
![3317: [Part 1] Are You Feeling Lucky? The Two Schools of Retirement Income by Darrow Kirkpatrick on Retirement Planning Basics](https://megaphone.imgix.net/podcasts/e2805642-a41d-11f0-ac00-3bbdf6340ce9/image/4dd84fd1c1a0f07e998eb054957b951f.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "3317: [Part 1] Are You Feeling Lucky? The Two Schools of Retirement Income by Darrow Kirkpatrick on Retirement Planning Basics")
![3310: [Part 2] Investing a Large Sum of Money: What to Do by Christina Browning of Our Rich Journey](https://megaphone.imgix.net/podcasts/e4d7e866-9ef4-11f0-88df-5f5ceccc01e6/image/516c13a7d4a5044e871c6e3a094c9921.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "3310: [Part 2] Investing a Large Sum of Money: What to Do by Christina Browning of Our Rich Journey")
United States
