#155: Estate Planning - DIY Estate Planning episode artwork

EPISODE · Dec 3, 2024 · 43 MIN

#155: Estate Planning - DIY Estate Planning

from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

We return to our Estate Planning series…so today, Amelie and Josh discuss DIY Estate Planning. What can you DIY, what should you DIY (if anything), and what should you look out for? Takeaways: You could DIY through a service or by yourself. A holographic will is a handwritten will; a nuncupative will is a spoken will. Both can be legally binding depending on the laws of the state. Much of the “advice” you get from friends/family/the internet will get you into major trouble. Quick, online services are better than nothing, especially if you have minor children. If you move, you may need to update your estate planning documents for your new state. 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 

NOW PLAYING

#155: Estate Planning - DIY Estate Planning

0:00 43:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Financial Coaches Network - The Podcast: Build your Financial Coaching Business?

This episode is 43 minutes long.

When was this Financial Coaches Network - The Podcast: Build your Financial Coaching Business episode published?

This episode was published on December 3, 2024.

What is this episode about?

We return to our Estate Planning series…so today, Amelie and Josh discuss DIY Estate Planning. What can you DIY, what should you DIY (if anything), and what should you look out for? Takeaways: You could DIY through a service or by yourself. A...

Can I download this Financial Coaches Network - The Podcast: Build your Financial Coaching Business episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!