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Estate Organization and End-of-Life Tasks with Adam Zuckerman
Manage episode 426005414 series 2833059
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Adam Zuckerman is the Founder of Buried in Work, a leading eCommerce platform specializing in estate planning/organization, end-of-life tasks, and estate transitions. That service is just a small part of his CV – but the important part he talks about today.
- How organizing his dad’s estate and making sure everything was set up properly for his mom set him on this path
- The disadvantage of leaving accounts (utilities, etc) in a deceased’s name
- Which documents are absolutely necessary and which documents are good ideas, and where to store them
- Power of Attorney, Medical Power of Attorney
- Financial plans/documents
- Who could be your executor
- What happens if you die without a will
While a serious subject, Adam is a lot of fun and keeps it light.
Find Adam at https://buriedinwork.com/
Learn more about Adam and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-adam-zuckerman/
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