Joel and his family have been dealing with the loss of his father, which has been an emotional time for everyone. It’s also helped reinforce the importance of having an estate plan in order and why keeping things simple can really benefit the loved ones you leave behind.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-198-the-importance-of-simplifying-your-estate/ 

 

What we discuss on this episode: 

0:33 – The loss of Joel’s father

2:18 – Financial steps after someone passes

4:26 – Importance of simplifying things

5:54 – What would you have done differently with their finances?

7:22 – Taking care of the widow

10:05 – How the Money Map simplifies planning