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Ep. 66 Important Steps for Effective Estate Preparation (with special guest Adam Zuckerman)
Manage episode 443192815 series 3573046
Το περιεχόμενο παρέχεται από το Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Have a question? Send me a text message.
On this week's podcast, I invited Adam Zuckerman, founder of Buried in Work, to unpack the essential aspects that go far beyond merely transferring assets after death. Adam, leveraging his extensive background in law and business, provides a comprehensive look into organizing vital information in order for you to gain more clarity, save time and money when working with an estate attorney. Imagine easing the burden on your loved ones by being meticulously organized with your estate.
On this podcast we discuss:
- What is estate planning
- How organization makes it easier for everyone
- The impact of financial preparedness
- Ask 3 questions (https://buriedinwork.com/ask-three-questions)
- Trusts
- Business Succession Planning
- Power of Attorney
If you would like to learn more about Adam, you can connect with him on his website here (https://www.buriedinwork.com).
Resources mentioned in the episode:
- Want to attend my weekly workshops? You can get on my community newsletter by going to my website here (https://generatealifewelllived.com)
- Nothing Left Unsaid Game (https://shop.buriedinwork.com/products/nothing-left-unsaid-card-game)
- Estate Summary Worksheet (https://shop.buriedinwork.com/products/estatesummaryworksheet)
- MOCA Business Services (https://www.mocabusinessservices.com) If you're looking for someone to help you with your website, copywriting and so much more in your business, Jess and her team are amazing!
Compassionate financial mentor and guide to female entrepreneurs so that they feel empowered and have fun with their money in order to live life now and in the future.
Generate a Life Well Lived website
New to Human Design? You can receive your Human Design chart here
As always, thanks for listening.
From my soul to yours.
Erin
Κεφάλαια
1. Introduction and Welcome (00:00:00)
2. Information about joining Erin's email list for workshops and webinars (00:01:07)
3. Explanation of what estate planning entails (00:03:44)
4. Adam shares the story behind founding Buried in Work (00:06:10)
5. Overview of Buried in Work's services and resources (00:14:01)
6. The importance of having a will and estate plan (00:15:37)
7. Addressing the common situation of one spouse handling finances (00:22:25)
8. Estate planning considerations for different life stages (single, married, etc.) (00:26:38)
9. Business succession planning for business owners (00:29:26)
10. Addressing resistance to estate planning and how to start (00:31:22)
11. The importance of leaving heirs the "gift of organization" (00:37:51)
12. Explanation of pour-over wills and probate process (00:40:40)
13. Closing remarks and where to find Adam and Buried in Work (00:45:02)
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