cover of episode How to Prepare Loved Ones for When You Die

How to Prepare Loved Ones for When You Die

2023/8/9
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Chapters

Jeremy Schneider introduces the concept of a 'dead box' as a crucial part of estate planning, explaining its purpose and benefits for easing the financial transition for loved ones after one's death.

Shownotes Transcript

If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information? 

Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devices?

Approximately 2/3 of Americans don't have any estate planning documents!

To help you avoid leaving a financial mess behind, guest host Jeremy Schneider is sharing how he's PERSONALLY prepared his family for an untimely death.

Specifically, he's sharing:

➡ What information and documents he has gathered 

➡ Where and how he (securely) stores it

➡ His process for keeping everything updated

If you need actionable ideas (and motivation!) to tackle this critical planning task, today's episode is for you.

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EPISODE RESOURCES:

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