Episode Summary

In today’s episode, we’ll discuss the six things you can do to protect your loved ones when it comes to your estate and legacy.

Key Points

  • Learn the key documents that you should have for planning your estate
  • Understand the cost and planning for end of life
  • The importance of keeping your beneficiaries updated
  • Why you should avoid probate as much as possible
  • Keep you accounts ready for your loved ones


You may be interested in the financial routines for success episode to complement what you’ve learned today.