Today I’m diving into what is, for many, a touchy subject: estate planning. Many of us believe that this is something that we don’t have to worry about until much later in life, but the reality is that everybody needs an estate plan—and you need it sooner than you probably think.

Listen in as I discuss why an estate plan is crucial for anyone over the age of 18, and especially for those with dependents. I also share the four documents that make up a basic estate plan (and that are non-negotiable to proper estate planning) and discuss how you can get started with your estate plan today.

Listen to the Full Episode:

 

What You’ll Learn In Today’s Episode:

  • The top three excuses for not having an estate plan.
  • The five big risks of retirements.
  • When you should start thinking about having an estate plan.
  • The four documents you absolutely need in an estate plan.
  • The importance of having someone who understands the laws around estate planning.

Ideas Worth Sharing:

“I cannot stress enough how important it is to have an estate plan.” – Jonathan Bednar

“If something happens to you, who gets your assets? And who is in charge of making sure that the probate process is completed?” – Jonathan Bednar

“These four documents are an absolute must-have, and if you don’t have them, it’s something you need to focus on in the first quarter of 2022.” – Jonathan Bednar

Resources In Today’s Episode:

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