Estate planning is something we all know we should do, but it’s often pushed to the bottom of the list. In this episode, Scott shares a heartbreaking real-life story: a close friend’s brother died suddenly at 42. Recently divorced, with two young sons and no estate plan in place, the aftermath was a painful legal tangle. It’s a tragic example of what happens when planning is left undone, and how the people you love end up bearing the weight.
Listen in as Scott talks through the essentials of estate planning – from why a simple will isn’t enough to the key life events that should prompt updates.
Here’s some of what we discuss in this episode:
🛑 Real-life story: the tragedy of having no plan
📜 Why a will isn’t a complete estate plan
🚨 Key life events that should trigger updates
👨👩👧👦 The risk of family conflict without communication
⚖️ How to avoid probate and protect your intent
Resources:
Our website: https://retireairlines.com/
Phone: (419) 314-4139
Contact our team: https://retireairlines.com/contact-us/
Schedule an introductory call: http://callosborn.com/
Order your no-cost retirement toolkit: https://keap.page/lde199/the-pilot-s-planner-toolkit.html
Check out our other no-cost financial resources & guides here: https://retireairlines.com/guides-whitepapers/
The “When I Die” binder: https://retireairlines.com/wp-content/uploads/2024/10/Scott-O-FILLABLE-BINDER-10.22.24-1.pdf
Watch the podcast on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ
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