In this episode of The Money PIG Podcast, we’re thrilled to welcome estate attorney Sarah White. Tim and Sarah dive into all things estate planning—why every family needs it (not just the ultra-wealthy), what essential documents you should have in place, and the real-life messes that happen when you don’t have a plan.
Sarah shares stories (including one about a double-wide trailer and a determined client), busts common estate planning myths, and explains how legal planning intersects with your financial goals. Plus, Tim reveals his own experience with estate planning—complete with chicken diapers, dad jokes, and a cautionary tale involving unfinished paperwork (from his own mom).
Topics include:
Whether you’ve got a beach house or backyard chickens, your legacy deserves protection.
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Reach Sarah at Sarah@lawyersarah.com or visit LawyerSarah.com
Read the blog that inspired this episode: https://www.goodwininvestment.com/the-estate-plan-you-didnt-know-you-needed/
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Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice
