What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning.

In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most. It’s not just about money; it’s about leaving clarity, not confusion.

You’ll hear them discuss:

Resources

As you listen to this podcast, you can click here to view slides and follow along visually: Legacy Planning Webinar 1

Because I Love You Planning Companion

Natalie Colley on FrancisFinancial.com | LinkedIn

Stacy Francis on LinkedIn |X(Twitter) | [email protected][email protected]

FrancisFinancial.com

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