#152: Estate Planning -- Key People

Today, Josh and Amelie continue the series on Estate Planning! This week, they discuss key people! What roles do the various people play? Takeaways: Guardians - “Who will care for your children if you die?” Executors (wills) and Trustees (trusts) - “Who will carry out your wishes when you’re dead?” Executors/trustees may be paid. Powers of Attorney/legal proxies - “Who will handle your life when you’re incapacitated (in a coma/traumatic brain injury etc.)?” There are medical and financial Powers of Attorney. Beneficiary – “Who is rooting for your death?” (who gets your assets when you die?) A very important question to think about with beneficiaries is how to divide the assets. Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity  Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series  Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch   Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow