Episode 99
Estate Planning: Designing a Will That Reflects True Intentions and Values
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In this episode, we unravel the complex tapestry of estate planning. We're dishing out crucial insights on why settling for a basic will could leave your legacy in a lurch. Our conversation takes you through the perils and pitfalls of oversimplified wills, underscoring the need for a well-drafted document that goes beyond the bare minimum to safeguard your assets against life's unforeseen twists and turns.
Join us as we delve into the fine art of constructing a will that communicates with crystal clarity, avoiding common blunders like the overuse of trusts or choosing an incompatible executor. The essence of this episode lies in the stitching together of your family dynamics with the fabric of your fiscal assets. We dissect scenarios that demonstrate how a nuanced will can effectively steer your inexperienced heirs toward financial stability and success while simultaneously preventing familial feuds.
It's all about crafting a legacy that alleviates the burden on your loved ones, rather than entangling them in a web of taxes and complications. Stay tuned for the next climactic installment – our 100th-episode celebration – and equip yourself with the knowledge to navigate the intricacies of leaving a legacy that truly reflects your life's journey.
Win some Ditch the Suits swag on us! This is episode 99, ONE AWAY FROM 100!! To celebrate this achievement, we want to give away some goodies. There will be a drawing with three ways to enter:
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3. If you are an Apple listeners, leave us a 5-star rating and review. You can visit https://podcasts.apple.com/us/podcast/ditch-the-suits-start-getting-more-from-your-money-life/id1551210529
Once completed, send us an email at ditchthesuits@gmail.com and let us know you
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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
