The Most Expensive Words in Estate Planning

About this episode

"Let me think about it" may be the most expensive sentence in estate planning.Planning in a crisis costs multiples of planning ahead. In this episode, Jorge C. Jorge, a Miami based financial professional who worksin retirement and estate planning, joins host Niki Weiss to talk about thetreasure hunt families face when a plan was never shared, why professionalknowledge does not guarantee personal preparedness, and how to bring the peoplewho will inherit your plan into the room before they need it. WHAT YOU WILL LEARN- Why a life insurance payout can create an estate that needs its own planning- What happens when the primary beneficiary dies first and the contingents are minors- Why a business buy sell agreement needs funding behind it to work- Why power of attorney alone may not be enough when incapacity arrives- How to bring family into the planning conversation so knowledge transfers before it is needed Live fully, die ready. Start your plan and take the free assessment:https://finalplaybook.com/main-page LISTEN TO THE PODCASTApple Podcasts: https://podcasts.apple.com/us/podcast/death-and-dying-in-the-digital-age/id1775499012Spotify: https://open.spotify.com/show/2MQkOgvyPQnLEz1fO9BHkY Subscribe: @DigitalLegacyPodcast FOLLOW USInstagram: https://www.instagram.com/endevo_digitallegacy/TikTok: https://www.tiktok.com/@endevo_digitallegacyFacebook: https://www.facebook.com/endevo.digitallegacy Download the My Final Playbook app:Apple App Store: https://apps.apple.com/us/app/my-final-playbook/id6791298756Google Play: https://play.google.com/store/apps/details?id=endevo.life.finalplaybook #deathanddyinginthedigitalage #ENDevo #digitallegacy #myfinalplaybook Disclaimer: This channel is for educational purposes only and does not providemedical, legal, or financial advice. Views expressed by the host and guests aretheir own. Always consult qualified professionals before making decisions. Thechannel is not responsible for actions taken based on its content. Re-uploads orANY use of our content is prohibited.