Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

66 | Estate Planning 101: Key Steps for Financial Clarity and Peace of Mind (with Adam Zuckerman)


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On this week's podcast, I invited Adam Zuckerman, founder of Buried in Work, to unpack the essential aspects that go far beyond merely transferring assets after death. Adam, leveraging his extensive background in law and business, provides a comprehensive look into organizing vital information in order for you to gain more clarity, save time and money when working with an estate attorney.  Imagine easing the burden on your loved ones by being meticulously organized with your estate.



On this podcast we discuss:

  • What is estate planning
  • How organization makes it easier for everyone
  • The impact of financial preparedness
  • Ask 3 questions (https://buriedinwork.com/ask-three-questions)
  • Trusts
  • Business Succession Planning
  • Power of Attorney


If you would like to learn more about Adam, you can connect with him on his website here (https://www.buriedinwork.com).


Resources mentioned in the episode:

  • Want to attend my weekly workshops?  You can get on my community newsletter by going to my website here (https://generatealifewelllived.com)
  • Nothing Left Unsaid Game (https://shop.buriedinwork.com/products/nothing-left-unsaid-card-game)
  • Estate Summary Worksheet (https://shop.buriedinwork.com/products/estatesummaryworksheet)
  • MOCA Business Services (https://www.mocabusinessservices.com) If you're looking for someone to help you with your website, copywriting and so much more in your business, Jess and her team are amazing!





Want to learn more or connect with me?


Step 1: Join my Facebook Community.

➡️ Join here

Step 2: Grab your free Human Design chart

➡️ Get your chart here

Step 3: Work with Me

➡️ Schedule your free clarity call here


From my soul to yours,

Erin

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Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, SpiritualityBy Erin Gray | Wealth Coach, Former CFP and CFO

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