Join hosts Theresa and Johnny Bartelle in this enlightening episode of Bartelle's Money Talk as they sit down with estate planning expert Adam Zuckerman. Whether you're just starting to think about your estate or looking to refine your existing plan, this conversation is packed with invaluable insights.
📌 In This Episode, You'll Learn:
Why estate planning is essential for everyone, not just the wealthy
The importance of preparing for incapacity with essential directives
How to keep your estate plan up-to-date with major life changes
The value of open communication with your family about your wishes
Tips for organizing your assets and using structured planning tools
When to seek professional help for peace of mind
How to prioritize relationships over material distributions in your planningDon't leave your legacy to chance! Tune in now to ensure your loved ones are taken care of and your wishes are honored. 💼✨