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Estate Planning - Olympic Level
Manage episode 367918714 series 3352217
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James Brown passed away in 2006* with a $90 million estate yet, because it was contested, it wasn’t until 2021 that his final wishes were realized. I don’t want this to happen to you!
This is why, on this episode of Money Mile, we’re diving deeper into estate planning. In episode 22 we covered estate planning at the sprint level and today we’re leveling up to explore this area in further detail at the Olympic level. Learn what you need to know to take your estate plan to the next level–press play now.
You will want to hear this episode if you are interested in...
- Making your estate plan more official [3:42]
- How often to review your estate plan [4:45]
- How to give better direction [5:53]
- Efficiency vs. sufficiency [9:43]
- Your homework [12:24]
Resources & People Mentioned
- Episode 22 - Estate Planning – Sprint Distance
- James Brown’s Estate
- California Advanced Healthcare Directive
- How to find an advanced healthcare directive outside California
- Health IQ - Life insurance for triathletes
Connect With Justin Waller
- https://WallerFC.com
- Waller Financial Coaching on Facebook
- Justin on Instagram
- Justin on LinkedIn
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