Estate planning isn’t just for the wealthy. It’s a way to protect loved ones, avoid unnecessary conflict, and honor your wishes.
In this episode of License to Spend, Tim Whisler unpacks the importance of having clear legal documents in place before life’s unexpected events occur. From powers of attorney to trusts, Tim explains how these tools reduce stress, prevent family disputes, and keep your legacy intact.
With relatable stories and practical steps, he shows why starting the conversation now is one of the most loving things you can do for your family.
Tim discusses:
- Why estate planning is about caring for loved ones, not just dividing assets
- The essential roles of financial and healthcare powers of attorney
- How wills, trusts, and up-to-date beneficiaries work together to honor your wishes
- Real-life examples of how planning (or lack of it) affects families
- Tips for finding and working with the right estate planning attorney
- And more!
Connect with Tim:
- (309) 291-0491
- Email: Tim Whisler
- LinkedIn: Tim Whisler, CRPC®, CLTC®
- The Whisler Agency
- LinkedIn: The Whisler Agency
Book a Call with Tim:
Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
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