Estate planning isn’t usually at the forefront of anyone’s mind. I get it. But, let’s get real for a second. You need to think about your family and loved ones after an event of you no longer being around.

You don’t need all the bells and upgrades for an estate plan. You do, however, need the basics. In this solo show, I share details about estate planning at a high level.

To gain access to the Estate Planning Checklist referenced in the show, click here: https://financialresidency.com/estateplanlist