Ever think about what would happen if your family suddenly had to figure out your insurance, bills, or assets - without you there to explain it? It’s not fun to imagine, but it’s one of the most loving things you can prepare for. In this episode of Financially Ever After Widowhood, Stacy and Natalie dive into the less-than-glamorous side of legacy planning: getting your insurance and financial details in order so no one’s left guessing in a crisis. Along the way, they share real-life stories, personal slip-ups (yes, including a lost engagement ring), and plenty of practical advice you can actually use.

You’ll hear them discuss:

- Why it’s not just about what happens after you’re gone, it’s also about being ready if you’re ever incapacitated

- How to make sure your health, property, and long-term care insurance are documented and paid up

- What COBRA really means when you leave a job or go through a divorce

- How long-term care policies work, and what details families often forget to track

- What your homeowners, auto, and umbrella insurance *really* cover (and what they don’t)

- The simple, yearly habit that keeps your assets and account info easy for loved ones to find

- A true story that shows exactly why all this planning matters

Resources

As you listen to this podcast, you can click here to view slides and follow along visually: Legacy Planning Webinar 2

⁠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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