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105 | How to Protect Your Family’s Inheritance and Avoid Family Disputes | Part 2 National Make-A-Will Month Series
Hey there Grandma,
You’ve worked hard to build something for your family — but without a clear plan, it could cause more harm than help. In Part 2 of our National Make-A-Will Month series, Namma & Jo walk through the steps that protect peace: a valid will, updated beneficiaries, the right decision-makers, a simple Letter of Instruction, and a loving family conversation.
With love and child-like faith,
Namma & Jo
CONTACT US:
Email - [email protected]
Text - 833.965.6900
Quick Checklist (copy/save):
Will (state-compliant, updated)
Durable Financial POA
Healthcare POA & Advance Directive
Beneficiaries updated (life insurance, 401k/IRA, bank)
TOD/POD on eligible accounts
Guardianship wishes (if minors)
Letter of Instruction (contacts, accounts, passwords location)
Where originals live (and who knows)
Sentimental items plan (Bible, rings, quilts)
Annual review every August
Links & Resources:
▶ Download the Checklist (PDF): https://drive.google.com/file/d/1ro1XorEPF3YIgj8YxrTqk8OhPUpKA2fz/view?usp=sharing
▶ Start here (2-minute quick form): https://forms.gle/qQv6QByKG5uaz3mG7
▶ Podcast Playlist: https://podcasts.apple.com/us/podcast/wnlow-with-namma-jo-wnlow-christian-grandma-nurturing/id1710795308
Disclaimer:
This episode provides general information and is not legal advice. Laws vary by state and situation. Please consult a licensed attorney or qualified estate professional.
Hashtags:
#NationalMakeAWillMonth #ChristianGrandma #FaithFamilyLegacy #SpiritualLegacy #KingdomKids #wnlow #WNLOWwithNammaNJo
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By Krista & Josiah Lenon - WNLOW With Namma & Jo | Evangelist & Learning Coach for Christian GrandmasHey there Grandma,
You’ve worked hard to build something for your family — but without a clear plan, it could cause more harm than help. In Part 2 of our National Make-A-Will Month series, Namma & Jo walk through the steps that protect peace: a valid will, updated beneficiaries, the right decision-makers, a simple Letter of Instruction, and a loving family conversation.
With love and child-like faith,
Namma & Jo
CONTACT US:
Email - [email protected]
Text - 833.965.6900
Quick Checklist (copy/save):
Will (state-compliant, updated)
Durable Financial POA
Healthcare POA & Advance Directive
Beneficiaries updated (life insurance, 401k/IRA, bank)
TOD/POD on eligible accounts
Guardianship wishes (if minors)
Letter of Instruction (contacts, accounts, passwords location)
Where originals live (and who knows)
Sentimental items plan (Bible, rings, quilts)
Annual review every August
Links & Resources:
▶ Download the Checklist (PDF): https://drive.google.com/file/d/1ro1XorEPF3YIgj8YxrTqk8OhPUpKA2fz/view?usp=sharing
▶ Start here (2-minute quick form): https://forms.gle/qQv6QByKG5uaz3mG7
▶ Podcast Playlist: https://podcasts.apple.com/us/podcast/wnlow-with-namma-jo-wnlow-christian-grandma-nurturing/id1710795308
Disclaimer:
This episode provides general information and is not legal advice. Laws vary by state and situation. Please consult a licensed attorney or qualified estate professional.
Hashtags:
#NationalMakeAWillMonth #ChristianGrandma #FaithFamilyLegacy #SpiritualLegacy #KingdomKids #wnlow #WNLOWwithNammaNJo