[FREE Video Guide] Estate Planning Terms You Should Know
About Jen
Online Courses with Jen

[FREE Video Guide] Estate Planning Terms You Should Know
About Jen
Online Courses with Jen

estate planning Tag

What Estate Planning Do I Need?

29 Nov

What Do I Need For Estate Planning?

An incredibly common question is a question you should be asking yourself. What I do need for estate planning? Do...

The legal issues that we all will face shouldn't be a mystery.

✍🏻 Take note of this one. Great tip from a f

✍🏻 Take note of this one.

Great tip from a fellow Minnesota attorney @thedadchats

What to know how to leave a good legacy and not a

What to know how to leave a good legacy and not a bad one? Here you go.

Easy in concept. Not as easy in reality but necessary.

When you estate plan, don’t fall for it either.

When you estate plan, don’t fall for it either.

As soon as you start researching “estate planning”, the algorithm is going to hit you with everything it can find.

A lot of it is bad information.

I’m Jen. I’m an attorney that guides families through probate and -on the better days- gets to tell families the expense and aggravation is avoided entirely because an estate plan is working.

If you want to actually make things easy for those you love, DON’T

❌rely on online forms.
❌forget to line up your assets to follow your plan.
❌wait until you’re “old”.
❌skip working with a knowledgeable attorney.
❌settle for being overwhelmed.

If you want to start to get your affairs in order the right way, respond with “6” and I’ll send you an invite to my 6 Day Challenge.

If you want easy estate planning, you need 3 thing

If you want easy estate planning, you need 3 things.

1️⃣ A strategy. Should you have a will? A trust? Does your state offer a transfer on death deed or custodial designation?

You shouldn't have to figure that out. The good news is that there are professionals who will do that with you.

2️⃣ EFFECTIVE documents. Your loved ones will be left with a mess if your legal documents are ignored because they aren't signed correctly so that they will be followed and or don't say what want they should have.

3️⃣ Organization. Your legal documents mean nothing if what you own doesn't follow your estate plan. BTW - this is the most common culpret for probate.

Getting your affairs in order can be easy. 💅🏻 Join me in a 6 day challenge to get started the right way. Respond with "6" and I'll send you an invite.

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Organized (after)LifeTM, Your Organized (after)LifeTM Workshop, Good Legacy and all related content are for educational purposes only. No attorney-client relationship is established here, on the podcast, or in the workshop. If you are contemplating a will, trust or any other form of estate planning you should contact a licensed attorney in your state of residence.

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