Estate Planning Essentials for Widows (Ep. 12)

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February 5, 2025 • 34 mins

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: Visit Our Website Connect with Andy Connect with Megan Book a call with Andy Be a Guest on the Podcast

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Estate Planning Essentials for Widows (Ep. 12)