16 min

Let’s Talk About Wills - Episode 198 The Prosperity Podcast

    • Investing

Summary:
In this episode, best selling author Kim Butler and No B.S. Money Guy Todd Strobel talk about writing your own will. If you’re unsure where to even get started, this episode maps out the essentials-how to do it, what to include, and resources to help you.  
Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at welcome@prosperitythinkers.com and we may answer it in an upcoming episode.
 
Links in this Episode:
Submit your questions: welcome@prosperitythinkers.com
Listener Gift: Financial Planning Has Failed ebook
Resources for listener: partners4prosperity.com/blog
 
Show Notes:
00:00 Intro
00:45 Article in Money Magazine
01:31 Will + living trust combination is best
03:20 Do you need an attorney or can you do it with online resources?
06:27 Probate delays things
07:28 Deciding who is an heir
07:46 Naming an executor
08:41 Guardianship issues
10:30 Splitting up your finances
11:58 Biological vs. Stepchildren
12:20 Do you give inheritance all at once?
13:16 Incentive Trusts
14:15 Recommended Resources
15:00 Listener gift

Summary:
In this episode, best selling author Kim Butler and No B.S. Money Guy Todd Strobel talk about writing your own will. If you’re unsure where to even get started, this episode maps out the essentials-how to do it, what to include, and resources to help you.  
Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at welcome@prosperitythinkers.com and we may answer it in an upcoming episode.
 
Links in this Episode:
Submit your questions: welcome@prosperitythinkers.com
Listener Gift: Financial Planning Has Failed ebook
Resources for listener: partners4prosperity.com/blog
 
Show Notes:
00:00 Intro
00:45 Article in Money Magazine
01:31 Will + living trust combination is best
03:20 Do you need an attorney or can you do it with online resources?
06:27 Probate delays things
07:28 Deciding who is an heir
07:46 Naming an executor
08:41 Guardianship issues
10:30 Splitting up your finances
11:58 Biological vs. Stepchildren
12:20 Do you give inheritance all at once?
13:16 Incentive Trusts
14:15 Recommended Resources
15:00 Listener gift

16 min