Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Laura Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Wilson 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.
Player FM - Podcast App
Go offline with the Player FM app!

How to Create a Simple, Effective Estate Plan for Your Family

34:13
 
Share
 

Manage episode 489497865 series 3636345
Content provided by Laura Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Wilson 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.

Guest: Cheryl Maloney, Certified Executor Advisor
Host: Laura Wilson, Co-Founder of Intentional Household

In this must-listen episode of Intentional Household, host Laura Wilson, Co-Founder of Intentional Household, welcomes Cheryl Maloney, a Certified Executor Advisor, to guide families through the steps of creating a clear and compassionate estate plan.

Cheryl shares her personal motivation for entering the field—rooted in a family health scare—and explains why estate planning is not just for the wealthy or elderly. Together, Laura and Cheryl redefine what it means to prepare your estate, breaking down misconceptions and emphasizing the emotional and relational impact of poor planning.

Listeners will walk away with Cheryl’s four-step framework for building a simple, effective estate plan—one that includes risk assessment, documentation, mitigation strategies, and executor communication. The episode highlights the importance of communication, family clarity, and proactive planning to ease stress and avoid disputes when it matters most.

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 489497865 series 3636345
Content provided by Laura Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Wilson 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.

Guest: Cheryl Maloney, Certified Executor Advisor
Host: Laura Wilson, Co-Founder of Intentional Household

In this must-listen episode of Intentional Household, host Laura Wilson, Co-Founder of Intentional Household, welcomes Cheryl Maloney, a Certified Executor Advisor, to guide families through the steps of creating a clear and compassionate estate plan.

Cheryl shares her personal motivation for entering the field—rooted in a family health scare—and explains why estate planning is not just for the wealthy or elderly. Together, Laura and Cheryl redefine what it means to prepare your estate, breaking down misconceptions and emphasizing the emotional and relational impact of poor planning.

Listeners will walk away with Cheryl’s four-step framework for building a simple, effective estate plan—one that includes risk assessment, documentation, mitigation strategies, and executor communication. The episode highlights the importance of communication, family clarity, and proactive planning to ease stress and avoid disputes when it matters most.

  continue reading

23 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play