))
Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
«
»
Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein
Manage episode 460419657 series 3568591
Contenido proporcionado por Dalene Higgins. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dalene Higgins o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan!
In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we overcomplicate everything about estate planning. This episode is for you if you’ve been meaning to take action.
Tune into the episode for expert guidance on protecting and managing your assets effectively.
00:00 Introduction and Background
01:57 Common Misconceptions in Trusts and Estates Planning
04:34 Key Considerations for Setting Up a Trust
07:55 Choosing the Right Person for Estate Roles
12:17 Managing Financial Gaps and Debts
17:23 Avoiding Common Estate Planning Mistakes
20:15 Effective Communication with Family
23:53 How to Vet an Estate Planner and Getting Started
💜 Join the Aligned Abundance Facebook Event – Align your wealth, values, and generosity in this transformative 5-day experience!
🌻 Unsure about your next financial step? Let’s chat! book your free Q&A call to get your questions answered.
👩💻 Ready to go ALL IN! The Retirement Ready VIP Session is your next step to mapping out your finances and making real progress toward your retirement goals. Make your purchase HERE.
109 episodios
Compartir
