EP 499: Estate Planning Is an Act of Love: Here’s How to Start
Description
What happens to everything you've worked so hard for — your home, your savings, your family memories — after you're gone? If your answer is “I’m not sure,” the time to start planning is now.
In this empowering episode, Jean sits down with Heather Winston, Certified Financial PlannerTM professional of Principal Advised Services, LLC and Assistant Vice President at Principal Financial Group®, to talk all things estate planning; what it can really mean, why it matters, and how to get started, no matter your income level or family structure.
Together, they unpack:
- Four key documents every adult should have (and when to update them)
- Why estate planning is a form of kindness to the people you love
- How to make tough conversations with aging parents, or your own kids, a little easier
- The often-overlooked importance of your digital estate
- How to leave a legacy of values, not just valuables
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