• 1820: Estate Planning Made Simple: How to Create a Will, Trust, and Peace of Mind

  • Apr 30 2025
  • Length: 48 mins
  • Podcast

1820: Estate Planning Made Simple: How to Create a Will, Trust, and Peace of Mind

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  • Summary

  • Today’s episode is a special one, pulled straight from inside the So Money Members Club. This month, we hosted a live workshop all about estate planning — a topic that many of our members requested — and we brought in an expert to guide us: Heather Zack, an attorney and financial planner who leads high-net-worth strategy at Commonwealth Financial Network.


    Whether you're married or not, have kids or don't, own property or are just starting to build wealth, this conversation with Heather will help demystify the essentials. We cover wills, trusts (both revocable and irrevocable), how to choose the right people to manage your estate, and how to avoid common mistakes that can cost your loved ones time, money, and stress.


    And if you’ve ever wondered whether those “create your estate plan in 30 minutes online” sites are legit? We get into that too.
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