If you were to unexpectedly die tomorrow, would your loved ones know how to access your information?
Your bank accounts? Insurance policies? Debts?
How about access to your home and car? Your electronic devices?
According to Caring.com:
Approximately 2/3 of Americans don’t have any estate planning documents!
To help you avoid leaving a financial mess behind, guest host Jeremy Schnieder is sharing how he’s PERSONALLY prepared his family for an untimely death.
Specifically, he’s sharing:
Key Takeaways
- What specific info and documents he’s 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!
Need Tax + Retirement Planning Help?
We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
Click the banner below to learn more. 👇
How to Listen to Today’s Episode
🎤 Click to Listen via Your Favorite Podcast App
Episode Resources
📬 Want more retirement and investing content? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter!
- Jeremy Schneider:
- How to Make a Dead Box
- What is a Letter of Instruction (and How to Write One)
- 2023 Wills and Estate Planning Study
- Password Managers: LastPass and Dashlane
