We strip estate planning down to what matters: simple documents that protect your wishes and spare your family from conflict. Jason Knapps joins us to bust myths, map decisions by life stage, and lay out a clear starting checklist and next steps.

• what estate planning covers beyond assets
• essential documents: will, financial and medical powers, directives
• keeping beneficiaries aligned with current wishes
• review cadence and triggers after life events
• common myths: not rich, too young, the state will handle it
• planning without children and charitable giving
• life stage priorities from 20s to 50s and beyond
• how to start: inventory, trusted people, advisor, attorney
• online forms versus professional customization
• real outcomes: family conflict versus smooth transitions
• contact details for expert guidance

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Welcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union.

The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.