5 Estate Planning Steps to Make Life Easier for Your Heirs
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5 Estate Planning Steps to Make Life Easier for Your Heirs
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What can you do now to make your estate plan simpler—and easier—for your heirs to manage later? In this episode of Retirement With/On Purpose, host Trevor Lawson shares five practical estate planning tips inspired by a recent Wall Street Journal article. From keeping documents updated and addressing digital assets, to assigning sentimental personal property and avoiding future family conflict, these small but intentional steps can have a big impact. Whether you're nearing retirement or already there, this episode will help you think ahead so your legacy is preserved—and your loved ones are protected.
Five Things to Do Now to Make Your Estate Simpler for Your Heirs by Cheryl Winokur Munk
For more information and resources, visit Trevor-Lawson.com.
Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.