Retirement Quick Tips with Ashley

Estate Planning Essentials | Recap + Highlights - Ep. 336


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It’s Sunday, which means...It’s recap time! 

The theme for this week was: Estate planning essentials. 

Hopefully after listening to the tips this week, you understand that estate planning is vital to ensuring your family is protected after you’re gone, and that your assets are distributed how and when you want. 

One other important point about estate planning. Don’t be penny-wise and pound foolish. Find a competent estate planning attorney in your area who will take the time to understand your situation and your needs and draft the necessary documents to ensure that your favorite niece and your favorite dachshund , Morty, are both properly taken care of after you pass from this life. It can be overwhelming to figure out all the necessary documents you need for your specific situation, so I encourage you to seek professional help from a competent and caring estate attorney. 

Because I took the time to discuss why you should seek professional help with your estate plan, I don’t have time to get into the specific episode recap.

But...If you missed any of these episodes or if you want to revisit any of them, you can find them on iTunes or Google Play by searching for the “One Minute Retirement Tip with Ashley”. 

Tomorrow we’re starting a brand new theme: Smart Women Finish Rich. I’m sure I just totally ripped off a book title there...But here’s the reality. Women tend to outlive their husbands and they are already inheriting money at staggering rates. Women who are single later in life, through choice, divorce, or widowhood have to make a lot of important choices, so for my female listeners, I’m going to focus on what you can do to make smart money decisions. 

And to my beloved male listeners, you all have women in your life who probably need to hear this message, so stick around with me next week and bring your favorite lady in your life along next week by encouraging her to listen. 

That’s it for this week! 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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