Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is one of the most rewarding tasks you can undertake. Don’t make the mistake of overlooking your assets because you think you don’t have any. In fact, a basic estate plan is an important financial document for everyone to have. Broadly speaking, an estate plan encompasses the accumulation, conservation, and distribution of an estate. A good plan will enhance and maintain the financial security of individuals and their families. Dustin R. Granger, CFP® and I share some essential tips you should consider when thinking about estate planning. Check out this Worth It episode to hear more!
Creating a comprehensive #estateplan to deal with your assets and provide for your loved ones after your death is one of the most rewarding tasks you can undertake. @DRGranger #worthitpodcast #EstatePlanning Click To Tweet
One of the main purposes of an estate plan is to ensure that your assets go to the people you want after your death. In some cases, that could be family, while other people leave assets to friends or charities. A well-designed estate plan can ensure that your assets get allocated as you wish. Creating an estate plan not only removes some of the uncertainty, but safeguards you and your family and helps provide you with some peace of mind in the now.
There are 5 basic documents you should have for your #estateplanning. Check out this Worth It episode to hear more! @DRGranger #worthitpodcast #EstatePlanning #LegacyPillar Click To Tweet
Each week, Dustin R. Granger, CFP® and I want to share something that has inspired us recently. These may be quotes, books, individuals or online content, like a blog or Instagram account. This week, Dustin’s inspiration comes from actor and speaker Terry Crews, who was quoted saying “how you are right now is who you want to be, because if not, you would change it.” Let that sink in, then ask yourself “is what I am doing right now truly who I want to be?”
I love social media, especially Instagram, and often find inspiring content and people there. This week, I want to highlight two Instagram accounts that I think you should go follow! The first is Jillian Harris (@jillian.harris). You may remember her as a contestant on The Bachelorette. I love her authenticity and positivity, and she is always sharing great ideas and the process she uses when pursuing a new opportunity. Recently, she has provided inspiration for anyone considering a vegan lifestyle, something I appreciate! The second person is a comedian named Heather McMahan (@heatherkmcmahan). This lady is so hilarious and brings me joy whenever I watch her videos & insta-stories. If you need more laughter in your life, go check out her content, you won’t be disappointed!
Inspirations worth sharing! Each week, Dustin R. Granger, CFP® and I want to share something that has inspired us in our personal lives! Listen to this episode of the #worthitpodcast to hear more! @DRGranger #worthitpodcast Click To Tweet
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An estate plan not only removes some of the uncertainty, but safeguards you and your family and helps provided you with some peace of mind. @DRGranger #worthitpodcast #EstatePlanning Click To Tweet
If you want to take control of your #saving and start investing in your #future, you need to check out Toujours Worth, a software designed to help you dream, plan and live your ideal life! @DRGranger #worthitpodcast #ToujoursWorth Click To Tweet
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