Estate planning isn’t just for the wealthy. It’s about giving your loved ones clarity and control when it matters most.

In this episode, Nick Russell and Becky Wagoner explain why estate planning should start early, the essential documents everyone needs, and how to protect digital and financial assets for your family’s future. 

They share personal stories, practical advice, and even a touching family example that shows how thoughtful planning can leave a lasting legacy.

Nick and Becky explore:

• Why failing to plan can cause emotional and financial chaos for families
• The four essential documents every adult should have: will, trust, power of attorney, and living will
• How beneficiaries and “payable on death” accounts override your will
• The importance of organizing and protecting your digital assets and passwords
• When to update your estate plan to reflect life changes like marriage, divorce, or new property
• And more!

Connect with Sunrise Wealth Advisors: 

• LinkedIn: Nick Russell
• Sunrise Wealth Advisors
• X: Nick Russell