How To Leave Assets to Your Family, Not to the Government

Can you confidently say that you have a solid estate plan and that you are certain who will get your assets when you pass?

In this episode, Jim Black shares insights and client examples to illustrate the importance of having the tough conversations and taking the time to prepare your final documents that clearly state who will get what after you’re gone.  

In this episode, you will learn:

  • When to update your estate planning documents
  • What happens to your estate if you pass without having created a will
  • How a final letter to those you love can add value and clarity to your decisions
  • The most time-consuming aspect of creating your end-of-life documents 
  • And more!

Tune in for helpful guidance on how to take action in creating your estate plan so that you can feel confident about who will inherit your assets. 

Related: Is Semi-Retirement the Key to a Happy Retirement?