Episode Summary:
In this episode, host Zofia Morales and estate planning expert Brian Chew discuss the crucial steps that follow after receiving your estate planning binder. Brian emphasizes that estate planning is a process, not just a product, and outlines key actions needed to ensure your plan remains effective, including trust funding and maintaining proper documentation.
Key Timestamps:
00:01 - Show Introduction
00:59 - Understanding the estate planning binder
01:34 - Trust funding explained
02:12 - Handling personal property (cars, jewelry, heirlooms)
03:40 - Financial accounts and trust funding process
04:35 - Common mistakes families make after creating the plan
07:39 - How to approach sensitive planning conversations
10:59 - Ongoing support from estate planning firms
13:49 - Importance of keeping plans updated
15:54 - Episode wrap-up
About the Show:
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring Brian Chew, founder of OC Wills and Trust Attorneys.
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