Ep. 87 Reimagining Your Legacy: Simple Revolutionary Estate Planning

Grief Talk w/ Vonne Solis

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Imagine finding yourself happily marooned on an island and no one knows where you are. Do you know what's happening with all of your stuff? Do you know the value of your estate? Have you planned for the transference of your wealth and identified who will receive what? Do you know the legacy you want to leave behind and why?

Two-thirds of people in North America do not have an estate plan. Less than 50% of people have a will. In this episode, Adam Zuckerman, an Eisenhower Fellow, Attorney, MBA, and the founder of Buried in Work, is revolutionizing the way people think about estate planning and has simplified the process through numerous, even fun (yes, fun!) resources available on his website, buriedinwork.com.

With deeply personal motivation stemming from his experience managing his father's estate, Adam is dedicated to ensuring everyone has access to the resources they need to secure their legacy and protect their loved ones through the act of organization.

In this episode, Adam provides tips for people of all ages on how to reimagine their legacy. He helps you understand the wealth that comprises your estate, no matter how little you may think you have. Most importantly, he'll show you how to get excited about starting the process of planning the transference of your assets with confidence and ease, and communicating your intentions to your loved ones about the legacy you wish to leave behind.
Connect with Adam
https://buriedinwork.com
Connect with Vonne
https://vonnesolis.com
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Bölümler

1. Welcome. (00:00:00)

2. Introduction to episode. (00:00:21)

3. Simplifying estate planning and end-of-life tasks. (00:03:04)

4. Estate planning, wills, and your digital legacy. (00:08:03)

5. Estate planning, wills, and executor duties. (00:12:59)

6. Estate planning for aging baby boomers. (00:17:41)

7. Estate planning, financial literacy, and end-of-life preparation. (00:22:35)

8. Estate planning and wealth transference. (00:28:57)

9. Estate planning, business succession, and legacy management. (00:32:30)

10. Organizing your assets. (00:36:47)

11. DNR orders, and emergency planning. (00:41:22)

12. Estate planning, types of wills, and the importance of seeking legal advice. (00:45:04)

13. Closing. (00:52:19)