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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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66 | Estate Planning 101: Key Steps for Financial Clarity and Peace of Mind (with Adam Zuckerman)
Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality
Manage episode 443192815 series 3573046
Content provided by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
On this week's podcast, I invited Adam Zuckerman, founder of Buried in Work, to unpack the essential aspects that go far beyond merely transferring assets after death. Adam, leveraging his extensive background in law and business, provides a comprehensive look into organizing vital information in order for you to gain more clarity, save time and money when working with an estate attorney. Imagine easing the burden on your loved ones by being meticulously organized with your estate.
On this podcast we discuss:
- What is estate planning
- How organization makes it easier for everyone
- The impact of financial preparedness
- Ask 3 questions (https://buriedinwork.com/ask-three-questions)
- Trusts
- Business Succession Planning
- Power of Attorney
If you would like to learn more about Adam, you can connect with him on his website here (https://www.buriedinwork.com).
Resources mentioned in the episode:
- Want to attend my weekly workshops? You can get on my community newsletter by going to my website here (https://generatealifewelllived.com)
- Nothing Left Unsaid Game (https://shop.buriedinwork.com/products/nothing-left-unsaid-card-game)
- Estate Summary Worksheet (https://shop.buriedinwork.com/products/estatesummaryworksheet)
- MOCA Business Services (https://www.mocabusinessservices.com) If you're looking for someone to help you with your website, copywriting and so much more in your business, Jess and her team are amazing!
Other ways to connect with me:
Come learn with me in my monthly workshops
➡️ Join here
Grab your free Human Design chart
➡️ Schedule your free clarity call here
From my soul to yours,
Erin
Chapters
1. Introduction and Welcome (00:00:00)
2. Information about joining Erin's email list for workshops and webinars (00:01:07)
3. Explanation of what estate planning entails (00:03:44)
4. Adam shares the story behind founding Buried in Work (00:06:10)
5. Overview of Buried in Work's services and resources (00:14:01)
6. The importance of having a will and estate plan (00:15:37)
7. Addressing the common situation of one spouse handling finances (00:22:25)
8. Estate planning considerations for different life stages (single, married, etc.) (00:26:38)
9. Business succession planning for business owners (00:29:26)
10. Addressing resistance to estate planning and how to start (00:31:22)
11. The importance of leaving heirs the "gift of organization" (00:37:51)
12. Explanation of pour-over wills and probate process (00:40:40)
13. Closing remarks and where to find Adam and Buried in Work (00:45:02)
172 episodes
