Episode Details
Back to Episodes66 | Estate Planning 101: Key Steps for Financial Clarity and Peace of Mind (with Adam Zuckerman)
Published 1 year, 9 months ago
Description
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!
Ways to Connect with Me and Learn More:
Generate a Life Well Lived Website