S4 E3: What Estate Planning Do I Need?

Good Legacy

30-11-2021 • 9分

An extremely common question is "what estate planning do I need?" Am I fine with a will? What about a trust?

First it's important to understand what estate planning is. It's a strategy to reduce the legal issues that will come up when you die and if you become incapacitated. A strategy is more than documents, but it takes the right documents to set that strategy in place. Effective estate planning also takes financial organization. That means coordinating your assets to follow the plan.

Good Legacy is brought to you by Your Organized (after)Life Workshop, an eight session, online at your pace workshop where I teach you what you need to know about estate planning and show you the steps you need to take to leave a manageable to list. Learn more at, https://organizedafterlife.com/estate-planning-workshop/

What's stopping you from estate planning? Take a free quiz to learn your barrier and get a prompt to help you overcome it, https://quiz.tryinteract.com/#/60f0db7bb01a350017cd4541