Estate Planning for the Estate-less

Money and the Mattress

In this lively episode, host Kim Minert welcomes Heidi Thompson, an esteemed estate planning attorney and partner of Capital Asset Advisors. Together, they dive into the crucial world of estate planning. Heidi shares her unique journey from counseling to law, explaining why everyone, from young adults to seasoned families, should prioritize their legacy planning. Discover the importance of delegating your legal voice at 18, setting up guardianship for your children, and the peace of mind that comes with a well-crafted will or trust. Along the way, Heidi sparkles with humor, comparing frequent document updates to the tumultuous love life of a Taylor Swift song and more. Tune in for practical advice and heartwarming stories; learn how estate planning can be a straightforward and even enjoyable process, ensuring your loved ones are cared for no matter what. Don't miss this episode packed with practical advice and heartwarming stories.