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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein
Manage episode 460419657 series 3568591
المحتوى المقدم من Dalene Higgins. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Dalene Higgins أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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
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