⁠⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠⁠

In this episode of The Cashflow Chronicles, I sit down with Will Worsham — attorney, educator, and the “High-Tech Hillbilly Lawyer” — to unpack why most estate plans don’t actually work when families need them most… and what you can do to make sure yours does.

Will has spent years helping regular families cut through the legal noise and build simple, effective, and affordable will and trust-based plans that actually protect the people they love. If you’ve been putting off your estate planning because it feels confusing, expensive, or “only for the ultra-wealthy,” this conversation is for you.

We get into:

• 🧩 Why most estate plans fail in real life — and what “failure” actually looks like for a surviving spouse or kids

• 👶 Minor children & the foster care nightmare — what legally happens if parents pass without the right documents, and how proper planning keeps your kids out of the system

• 📜 Will vs. Trust — why having “a will” doesn’t avoid probate, and what a solid trust-based plan can do that a simple will never will

• 💰 Trusts for regular families — why they’re not just for the ultra-wealthy and what a realistic, well-crafted plan actually looks like for an average household

• ⚠️ Planning for the unexpected — incapacity, disability, long-term care, and the key documents and strategies people overlook that can wreck a family’s finances

• 💻 “High-Tech Hillbilly Lawyer” in action — how Will uses tech to make estate planning more approachable, affordable, and less intimidating

• 📖 Real stories from the trenches — one example where good planning saved a family, and one where lack of planning created chaos

• ✅ What to do in the next 30 days — concrete steps to finally get your estate plan done, plus the biggest mistakes to avoid when choosing an attorney or trying to DIY

If you’ve ever thought, “We really need to get our will and trust done… someday,” this episode is your push to get it handled the right way.

Connect with Will:

Email - wworsham@willworsham.com

Phone- 414-343-3996

Website

Buy Will's Book

📌 Want to Learn More?

If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!

⁠⁠⁠🎥 Watch my whole Infinite Banking Playlist ⁠⁠⁠

⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠

⁠⁠⁠📞 Book a Free Cash Consultation Call⁠⁠⁠

⁠⁠⁠📥 Download the FREE Legacy Builder Outline⁠⁠⁠

⁠⁠⁠📊 Download the FREE Budget Template⁠⁠⁠

⁠⁠⁠🌐 Visit Our Website⁠⁠⁠

⁠⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash⁠⁠⁠

⁠⁠⁠🔗 All Social Media & Podcast Links⁠⁠⁠

⁠⁠⁠📧 Email

Most families never really plan for what happens after they’re gone—not because they don’t care, but because the legacy conversation feels uncomfortable and easy to avoid. In this episode, I break down the Rockefeller “Waterfall Method” in simple terms and show how they’ve used whole life insurance and a family trust to grow and transfer wealth for generations. We walk through the key roles in a policy and a trust, how Amanda and I are structuring this for our own family, and why your trust isn’t “set it and forget it” but a living system that needs clear rules and ongoing stewardship. If you’ve been wondering how to move from just having life insurance to actually building a generational wealth structure, this will give you a high-level roadmap to start that process.

📥 Download the FREE Legacy Builder Outline→ ⁠https://legacylifeprocess.com/legacy-builder-outline⁠

Want to Learn More?

If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!

Watch my whole Infinite Banking Playlist here:
https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_d

If you’re ready to learn more you’ve got to watch our full Save & Spend System Overview Here:→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠

📞 Book a Free Cash Consultation Call
https://calendly.com/shawnksfg/infinite-banking

📥 Download the FREE Legacy Builder Outline→ https://legacylifeprocess.com/legacy-builder-outline

📲 ⁠⁠⁠⁠Download the FREE Budget Template→ https://legacylifeprocess.com/budget-template-and-training

🌐 Website: https://legacylifeandretirement.com/

📚 Purchase a copy of Becoming Your Own Banker: Amazon→ https://a.co/d/3YmEAoE

All Social Media & Podcast Links
https://linktr.ee/legacylifeandretirement

📧 Email
Info@LegacyLifeandRetirement.com

⁠⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠⁠

Everyone talks about “multiple streams of income”… but very few people show you how to actually build them in real life.

In this episode, Jonah Dew and I break down income stacking from our own personal journeys—how we first discovered the concept, the concerns we had early on, and how we’re now using it intentionally to build long-term cash flow for our families. This is just the beginning.

📌 Want to Learn More?

If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!

⁠⁠🎥 Watch my whole Infinite Banking Playlist ⁠⁠

⁠⁠📺 Watch the full Save & Spend System Overview⁠⁠

⁠⁠📞 Book a Free Cash Consultation Call⁠⁠

⁠⁠📥 Download the FREE Legacy Builder Outline⁠⁠

⁠⁠📊 Download the FREE Budget Template⁠⁠

⁠⁠🌐 Visit Our Website⁠⁠

⁠⁠📚 Grab “Becoming Your Own Banker” by Nelson Nash⁠⁠

⁠⁠🔗 All Social Media & Podcast Links⁠⁠

⁠⁠📧 Email