Even though our lives are the most valuable asset in our portfolio, many people overlook the importance of an estate plan. It happens for many reasons but failing to complete this portion of a financial plan can put a burden on your loved ones. Today we’ll talk about the tools you’ll need to build an estate plan and why it should be a priority for you and your family.
Read more and get additional financial resources here: https://welkawealthpodcast.com/ep-9-how-much-thought-have-you-given-estate-planning/211/
Today's show topics:
1:04 – Remembering those we’ve lost on Memorial Day.
1:33 – What would the loss of our own life look like for the loved ones we leave behind?
1:45 – First estate planning tool to consider is life insurance.
2:13 – Term life insurance policies.
2:51 – Whole life insurance
3:37 – Other life insurance options
5:10 – Everyone has an estate.
5:56 – If you pass away without a will, your family and friends will have to go to probate court to settle your estate.
6:51 – A will is another estate planning tool.
7:31 – A revocable living trust is another great tool.
8:46 – Make sure you have a complete understanding of our plan.
9:58 – The passion to give should overflow into our estate plan.
11:17 – Other things to consider with your estate plan.
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