Do you know what your estate plan looks like? If you don’t you should start planning, and if you do, you should probably get that on paper for your beneficiaries.
In this episode, Scott Leonardi emphasizes the importance of 16 things you should do before you die. Not the fun things, like going sky-diving or trying a cup of Kopi Luwak from your bucket list. But he explains some of the most important things you should start thinking about to prepare for when you go.
Scott discusses:
- How creating an itemized inventory can help with more than just estate planning
- Why you shouldn’t keep only one copy of your estate plans
- Why you need to review and update your retirement, estate and insurance documents regularly
- The importance of simplifying your finances
- And more
Resources:
- Complete Solutions Resources
- Ep 21. Understanding Fees vs Commissions
- Ep 19. Do you Have a Will or a Won’t? With Attorney Karen Hamilton
Book Time With Scott Leonardi:
Connect With Scott Leonardi:
- (937)898-2273
- Complete Solutions Inc.
- LinkedIn: Scott Leonardi
- LinkedIn: Complete Solutions Inc.
- Facebook: Complete Solutions Inc.
- Twitter: Scott Leonardi
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