Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan!


In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we overcomplicate everything about estate planning. This episode is for you if you’ve been meaning to take action.

Tune into the episode for expert guidance on protecting and managing your assets effectively.

00:00 Introduction and Background

01:57 Common Misconceptions in Trusts and Estates Planning

04:34 Key Considerations for Setting Up a Trust

07:55 Choosing the Right Person for Estate Roles

12:17 Managing Financial Gaps and Debts

17:23 Avoiding Common Estate Planning Mistakes

20:15 Effective Communication with Family

23:53 How to Vet an Estate Planner and Getting Started

Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me

Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement