What will your legacy say about you?
Andy Dziedzic and Megan LeBarron dig deep into estate planning essentials that widows and anyone serious about their financial health can’t afford to overlook.
Join in as they discuss practical steps for ensuring financial clarity and control, even in trying times. With a focus on empowerment, Andy and Megan introduce actionable resources like their pre-planning checklists estate summaries, and post-loss guides to help you organize and secure your future with confidence.
By listening, you’ll gain insights into:
The importance of financial summaries and preparedness checklists
Essential steps in the estate planning process
Managing beneficiaries and asset titling
Considerations for guardianship, trusts, and medical directives
And more!
Resources:
Prepared Retirement Institute Estate Planning Document
Get in Touch with The Widow Empowerment Project:
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