Learn how to protect your family and finances whould something happen to you. Certified Financial Planner Katie Brewer explains the process and what you need to consider having including wills, trusts, and finding the best guardians for your children.
Estate Planning: Preparing for the Worst
Even though we like to think of the future as bright and full of endless potential, there are times when we have to step back and prepare for bad times.
Like building an emergency fund, we hope we never have to use, but if it comes up, we have peace of mind.
Estate planning can be the same way. No one is excited to do it, but once you have things in place, you have some relief knowing you’ll have made things easier for your loved ones should something happen to you.
In this episode we look at:
- why you should have an estate plan and the essential documents you need
- how to decide on the right guardian for your kids
- how to protect your finances so they help your loved ones during this difficult time
You’ll want to save this show so you can have a handy reference.
Preparing Your Finances with Katie Brewer
Katie is founder of Your Richest Life, a financial planning practice specializes in helping members of Generations X and Y create and reach their financial goals.
She’s also a Time contributor and founder of Junior Achievement to teach financial literacy to the next generation.
Resources on Estate Planning
If you want more information about setting thing sup for your loved one, here are some posts to check out: