#Estate planning checklist health check how to

I am in there literally every day answering questions and responding to everything.Īnd there are a lot of other members there who are interested in discussing topics around financial independence and retiring early, tax strategies, real estate investing, side business income, online income, career transitions and just asking for advice in general about things they’re thinking about related to personal finance.Īnd it’s a super supportive community where we just help each other get better and learn more about how to be more savvy with our finances and taxes. That Facebook group is a forum where we can directly connect and have a two way dialogue. That freebie is the estate planning checklist and worksheet that will help serve as a framework and guide for you, as you think about all the elements you need to complete to create a comprehensive estate plan and which is what we’re going to talk about in detail today.Īs I always do, I also want to encourage you to join the private hack your wealth Facebook group, which you can access at the URL shortcut link /fb. You should definitely talk with your own lawyer or accountant to get into the specifics of your situation.Īlso, I want to mention again, be sure to grab the freebie I created for these two episodes which you can get at /9. There is no attorney client or accountant client relationship formed by me sharing this information. So it’s going to be action packed and definitely encourage you to listen closely.īefore we begin though, I want to again caveat as I did in the last episode that I am not your attorney or accountant. In today’s episode, I want to walk you through a checklist that’s going to act as a guide for how to actually think about and methodically create a comprehensive estate plan and the questions you should be asking and the documents that are involved to make sure that everything is buttoned up.

In the last episode, we talked about a broad overview of what estate planning is, why it’s important, what the goals are, who it’s for, when you should be thinking about it at each phase of your life and what probate is when you don’t have an estate plan. Okay, thanks for joining me for part two on this estate planning topic that we started discussing in the last episode. Schedule a private 1:1 consultation with me.Life insurance: How to calculate exactly how much you need in 4 simple steps.

How to set up a revocable living trust (with sample trust document).If you liked this episode, would you please leave a quick review on Apple Podcasts? It’d mean the world to me and your review also helps others find my podcast, too! Links mentioned in this episode: I need your help, please leave a listener review 🙂 Have you subscribed to the HYW podcast? Subscribe today so you don’t miss an episode! Click to subscribe in: How much an attorney will cost, how to find a good one, and things to think about if you’re considering to do parts of your estate plan yourselfĭon’t miss an episode, hit that subscribe button….The role of attorneys and CPAs in estate planning (and the distinction between what each does).The 16 essential checklist topics that should be part of any comprehensive estate plan.This is a continuation from the last episode, where we introduced big picture concepts around estate planning.

#Estate planning checklist health check update

This episode is part 2 of 2 and covers the 16 essential estate planning checklist topics you should think about as you prepare or update your estate plan. In Episode 9, we get into the actual nitty gritty details of how to do estate planning. BONUS: Get my 16-point estate planning checklist