Retirement Quick Tips with Ashley

Estate Planning Essentials - Ep. 330


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Welcome to a new week and a new theme here on the One Minute Retirement Tip! This week, I’m talking about estate planning essentials. 

If you think a will is all you need, think again. And if you think you don’t need to worry about an estate plan, because you don’t have enough money, think again. This week is dedicated to helping you take the vital steps to provide for your loved ones financially and help ensure that your wishes for everything from what happens if you become incapacitated to where your beloved pet dachshund, Morty, goes to live after you die...are honored. 

So this week, I’m going to share with you other estate planning docs you’ll want to consider besides a will, the important trigger events that you need to know for when to update your estate plan, how to make sure your beneficiaries are consistent with your wishes, the amazing estate inventory list and why you need one, and the one thing that almost no one has in place that shouldn’t be ignored. 

It’s a week jam-packed with information that’s too important to miss, so I hope you’ll join me each and every day this week! 

Tomorrow, we’re going to dive in with the list of crucial estate planning documents that you’ll want to consider, besides a will. 

That’s it for today, thanks for listening. My name is Ashley Micciche...and this is the One Minute Retirement Tip. 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, wealth management, fee only financial advisor, financial planner, estate planning documents checklist, estate planning, estate planning definition, estate planning trusts, estate planning checklist, estate planning attorney, estate planning documents, beneficiary designation, primary beneficiary, contingent beneficiary, beneficiary designation form, beneficiaries, will, last will, digital estate plan, power of attorney, living will, medical directives, advance healthcare directives

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Retirement Quick Tips with AshleyBy Ashley Micciche

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