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Everything Estate Planning

Sep 30, 2025

#452 | Estate Planning for Procrastinators

You’ve met with an attorney and had a productive conversation. So, what happens next?
🦗🦗🦗
 
Life keeps moving, and your plan shouldn’t be left behind. Taking the next steps now makes it easier to protect yourself, your family, and your future.
 
This isn’t about...


Sep 29, 2025

#451 | 🎁 Options for Those Without Beneficiaries

 
Ever wondered what happens if you pass away without clear beneficiaries? Does the state simply claim your assets?
 
The reality is a bit more complex, and 𝗲𝘃𝗲𝗻 𝗶𝗳 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝗸𝗶𝗱𝘀, 𝘆𝗼𝘂...


Sep 26, 2025

#450 | Estate Planning: How to Quiet the Noise & Move Forward

🤯 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝗣𝘂𝗹𝗹𝗲𝗱 𝗶𝗻 𝗮 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝘀?

The truth is, if you don’t set your own priorities, someone else will. With endless choices...


Sep 25, 2025

#449 | Planning as a Couple? You Must Start Together.

👀 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗮 𝗣𝗮𝗿𝘁𝗻𝗲𝗿? Listen to this first!
 
Starting the process is important—but 𝘩𝘰𝘸 𝘺𝘰𝘶 𝘴𝘵𝘢𝘳𝘵 matters even more.
 
When only one...


Sep 24, 2025

#448 | Blended Families: Providing for Spouse & Children

🏚️𝗥𝗲-𝗠𝗮𝗿𝗿𝗶𝗲𝗱 𝘄𝗶𝘁𝗵 𝗞𝗶𝗱𝘀? What happens to Your Home? 

Blended families often face tough decisions about protecting both your spouse and your children’s inheritance. How do you protect the love of your life...