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Your Money, Your Rules | Money Mindset, Budget, Personal Finance, Human Design, Female Entrepreneur
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Ep. 66 Important Steps for Effective Estate Preparation (with special guest Adam Zuckerman)
Manage episode 443192815 series 3573046
Konten disediakan oleh Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
On this week's podcast, I invited Adam Zuckerman, founder of Buried in Work, to unpack the essential aspects that go far beyond merely transferring assets after death. Adam, leveraging his extensive background in law and business, provides a comprehensive look into organizing vital information in order for you to gain more clarity, save time and money when working with an estate attorney. Imagine easing the burden on your loved ones by being meticulously organized with your estate.
On this podcast we discuss:
- What is estate planning
- How organization makes it easier for everyone
- The impact of financial preparedness
- Ask 3 questions (https://buriedinwork.com/ask-three-questions)
- Trusts
- Business Succession Planning
- Power of Attorney
If you would like to learn more about Adam, you can connect with him on his website here (https://www.buriedinwork.com).
Resources mentioned in the episode:
- Want to attend my weekly workshops? You can get on my community newsletter by going to my website here (https://generatealifewelllived.com)
- Nothing Left Unsaid Game (https://shop.buriedinwork.com/products/nothing-left-unsaid-card-game)
- Estate Summary Worksheet (https://shop.buriedinwork.com/products/estatesummaryworksheet)
- MOCA Business Services (https://www.mocabusinessservices.com) If you're looking for someone to help you with your website, copywriting and so much more in your business, Jess and her team are amazing!
Want to learn more? Here are your next steps:
Step 1: Join my FREE Facebook Community
➡️ Join here: https://www.facebook.com/groups/941450038160915
Step 2: Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
➡️ Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Step 3: Want to work together to transform your relationship with money and build true financial confidence?
➡️ Book your 1:1 coaching call here
Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.
From my soul to yours,
Erin
Chapter
1. Introduction and Welcome (00:00:00)
2. Information about joining Erin's email list for workshops and webinars (00:01:07)
3. Explanation of what estate planning entails (00:03:44)
4. Adam shares the story behind founding Buried in Work (00:06:10)
5. Overview of Buried in Work's services and resources (00:14:01)
6. The importance of having a will and estate plan (00:15:37)
7. Addressing the common situation of one spouse handling finances (00:22:25)
8. Estate planning considerations for different life stages (single, married, etc.) (00:26:38)
9. Business succession planning for business owners (00:29:26)
10. Addressing resistance to estate planning and how to start (00:31:22)
11. The importance of leaving heirs the "gift of organization" (00:37:51)
12. Explanation of pour-over wills and probate process (00:40:40)
13. Closing remarks and where to find Adam and Buried in Work (00:45:02)
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