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Legacy Planning…What Are You Waiting For? (S3 E6)

Legacy Planning…What Are You Waiting For? (S3 E6)

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S3 E6: Everyone eventually faces their ultimate demise, and when this occurs, it triggers a distressing chain of events that families dread. Not only are family members in mourning after a death, but they must address financial and estate plan matters as well. This exacerbates an already stressful time, and occasionally causes familial discord.

If maintaining a positive family legacy is important to you, it’s essential to take the necessary steps now to ensure your loved ones are prepared to handle your passing. Like it or not, neglecting this preparation will imply to your family that it was not a priority.

While there is no universal blueprint for legacy planning, Jeff Harrell highlights a few estate planning missteps he’s seen repeatedly and a couple resources to help you avoid the same common oversights.

(Season 3 Episode 6)

Resources Mentioned in Episode:

  • EmergencyBinders.com
  • Trust & Will


Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of
www.epidemicsound.com

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