What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning.
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most. It’s not just about money; it’s about leaving clarity, not confusion.
You’ll hear them discuss:
Why beneficiaries always trump your will (and how that can lead to big surprises)
The one thing you should check every year to avoid costly mistakes
Simple ways to make sure your loved ones can access your accounts and avoid the nightmare of unclaimed assets
How Social Security benefits really work for widows, ex-spouses, and remarried partners
The overlooked workplace benefits that could be worth thousands - if your family knows they exist
How to avoid the expensive, drawn-out probate process
Resources
As you listen to this podcast, you can click here to view slides and follow along visually: Legacy Planning Webinar 1
Because I Love You Planning Companion
Natalie Colley on FrancisFinancial.com | LinkedIn
Stacy Francis on LinkedIn |X(Twitter) | stacy@francisfinancial.comstacy@francisfinancial.com
FrancisFinancial.com
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