Summary:
No B.S. Money Guy Todd Strobel talks with Rick Randall about why most estate plans don’t work and together they will share a unique 3 step strategy to get your estate plan working for you.
Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at welcome@ProsperityThinkers.com and we may answer it in an upcoming episode.
Links in this Episode:
National Network of Estate Planning Attorneys – https://nnepa.com
Randall, Gentry & Pike – http://www.lifespanusa.com/
Submit your questions welcome@ProsperityThinkers.com
Show Notes:
00:00 Introduction
00:43 Today’s topic: Why Most Estate Plans Don’t Work
01:37 The 3 step strategy to get your estate plan to work for you
03:05 You have to do two things to make a plan work
03:44 The “snapshot test”
05:25 Wisdom as well as wealth
07:15 If you already have a trust make sure you already have these things in place
10:15 How to find an attorney you are comfortable with
13:44 Does an irrevocable trust mean it can’t be fixed in the future?
16:05 Implementing the 3 step strategy for your estate plan
