Estate Planning Simplified: Organizing Your Legacy with Shari Ferris (Ep. 29)
Handling the transition of financial responsibilities can be overwhelming, but with the right preparation, you can ease this burden for your loved ones.
In this episode, Brett Ramsey sits down with Shari Ferris to discuss the nuances of estate planning and the emotional journey of organizing one’s financial affairs.
Shari shares her personal experiences as she goes through estate planning both for herself and her mother, offering insight into the practical ways to prepare and support family members through these transitions.
By tuning in, you’ll learn the importance of communication, the significance of preparation, and the tools necessary to make the process smooth and effective.
They discuss:
- The emotional challenges and solutions involved in estate planning with family
- How an organized approach can simplify estate planning tasks, like managing passwords and account access
- Practical advice on maintaining a family’s legacy through an effective estate plan
- How the Family Love Letter can assist with preparing and documenting essential estate information
- And more!
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Connect with Shari Ferris:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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