Legacy Leaders

Kurt Haas: Advanced Planning: Protect Your Family & Finances


Listen Later

Planning ahead isn’t about you, it’s about protecting the people you love.
Kurt Haas, Advanced Planning Advisor at Mount Sinai Memorial Parks and Mortuaries, joins guest host Jeff Kritzberg to break down what advanced planning really means and why it matters. Drawing from both personal experience and professional insight, Kurt explains how pre-planning funeral arrangements can reduce emotional stress, prevent financial strain, and give families clarity during difficult times .
This episode highlights the emotional and financial benefits of planning ahead, what goes into end-of-life arrangements, and how taking action now creates peace of mind for both you and your loved ones.
Key Takeaways:
● Plan ahead to reduce burden: Advanced planning removes emotional and logistical stress from loved ones during a difficult time.
● Lock in costs early: Pre-planning helps avoid rising funeral expenses and allows flexible, interest-free payment options.
● Know your options: From burial types to service details, planning ahead ensures your wishes are clearly defined and honored.
● Peace of mind matters: Having arrangements in place allows families to focus on grieving and celebrating life, not making rushed decisions.
● Start with a conversation: You don’t have to commit—simply learning your options is the first step toward protecting your family.


Connect with Kurt:
Website:  https://mountsinaiparks.org/

Phone Number: (323) 769-1351

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Legacy LeadersBy Stan Miller & Katie Beth Hand

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Legacy Leaders

View all
SharkPreneur by Kevin Harrington & Seth Greene

SharkPreneur

116 Listeners

Disruptive CEO Nation by Allison Summers

Disruptive CEO Nation

18 Listeners

Grow Your Business and Grow Your Wealth by Gary Heldt

Grow Your Business and Grow Your Wealth

13 Listeners

The Whinypaluza Podcast by Rebecca Greene

The Whinypaluza Podcast

87 Listeners

Registered Investment Advisor Podcast by Seth Greene

Registered Investment Advisor Podcast

5 Listeners

Secrets to Selling Your Business by Jacob Koenig

Secrets to Selling Your Business

0 Listeners

Future Fit™ with Regan Robinson by Regan Robinson

Future Fit™ with Regan Robinson

0 Listeners

Jet Setting Wealth Advisory by David T. Yu

Jet Setting Wealth Advisory

0 Listeners

WNY Entrepreneurs Unleashed by David Searns

WNY Entrepreneurs Unleashed

3 Listeners

Better Business, Better Life by Terry DuPont

Better Business, Better Life

2 Listeners

Great Decisions, Incredible Lives by John Creekmur

Great Decisions, Incredible Lives

3 Listeners

Your Life Your Legacy by Stan Miller

Your Life Your Legacy

4 Listeners

Success Strategies for Dental Practice Owners by Stan Kinder

Success Strategies for Dental Practice Owners

0 Listeners

Navigating H.O.P.E. by Dr. Jaime Hope

Navigating H.O.P.E.

5 Listeners

Victim to Victory: The Definitive Authority in Personal Injury Law by Lawrence A. LeBrocq, Esq.

Victim to Victory: The Definitive Authority in Personal Injury Law

2 Listeners

The Confident Retirement by Kris Flammang

The Confident Retirement

4 Listeners