S3 E12: Financial Organization

Good Legacy

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3y ago 9:40

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People with legal documents can still leave a mess. An estate plan is a strategy to leave a manageable legal to-do list. Documents are important. They set up the plan. But it's financial organization that will determine whether or not your plan happens. You need to understand what you own and coordinate your assets to follow the plan.
Don't have a plan? You will leave a mess. In Your Organized (after)Life Workshop, I teach you what you need to know and the steps you need to take to have a plan. Enroll now, http://www.anorganizedafterlife.com/workshop/
What's stopping you from estate planning? Take a quiz to find out and get a free tool to help you move forward, delivered right to your inbox. https://www.tryinteract.com/share/quiz/60f0db7bb01a350017cd4541

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#Estate Planning #Jen Gumbel #Self-Improvement #Higher Education #Podcasting Education