Estate Planning with Guest Shalini Codispoti, With Lauryn Williams and Chloé Moore Worth Listening

This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your destiny.
This week Lauryn and Chloé are talking all things estate planning with guest Shalini Codispoti of Codispoti Law P.C. Shalini is an estate planning attorney licensed in the state of Texas and the Republic of Trinidad and Tobago. She’s also a wife and most importantly a mom. With that she gained an awareness that everything we do is for the ones we love. She views estate planning as the ultimate act of love.
Shalini helps her clients ensure that their loved ones stay out of court and out of conflict in the event of their passing or incapacity.
Lauryn and Chloé find that a lot of their clients don’t feel that they need estate planning because they’re too young, aren’t married, don’t have kids, or aren’t rich. But Shalini shares why estate planning is for EVERYONE.
In this episode Lauryn, Chloé, and Shalini talk about:
What estate planning is Why EVERYONE needs estate planning (Even if you're young. Even if you’re single. Even if you don’t have kids. Even if you’re not a millionaire.) The estate planning documents you need to have in place Why you need to make some important decisions now instead of waiting The importance of having the right people in place to handle your finances if something happens to you Things to think about when choosing who to handle your medical or financial affairs What you need to know if you’re in a long-term relationship and living together but not “married” What you need to know about prenuptial agreements (Spoiler Alert - It’s not just for rich people.) How a trust helps keep your finances from being tied up in probate and the importance of funding the trust The importance of how your financial accounts are titled
Estate planning recommendations for real estate investors (Another Spoiler Alert: Rental properties should not be held in your individual name.) Estate planning advice for digital nomads Documents that every parent needs to have What digital assets are and how to plan for them Why there is no one-size-fits-all estate plan for everyone Where you can go to find out if you have any unclaimed property The fact that you don’t know what you don’t know, so you need to work with an estate planning attorney If you want to further connect with Shalini Codispoti:
Facebook: @codispotilawpc Email: clientservices@codispoti-law.com If you want to further connect with Lauryn Williams:
Instagram: @worthwinning Twitter: @worth_winning Facebook: @worthwinningfp LinkedIn: @lauryn-williams If you want to further connect with Chloé Moore:
Instagram: @financialstaples Twitter: @finstaples Facebook: @finstaples LinkedIn: @chloemoore Shared quote: “Estate planning is more than just your wealth. It’s the legacy that you leave behind. It’s about your story… and your story matters.”
RESOURCES:
Find out if you have Unclaimed Property: https://unclaimed.org/search/ Shalini’s blog: https://www.codispoti-law.com/soap-box/