Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein

Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan!In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we overcomplicate everything about estate planning. This episode is for you if you’ve been meaning to take action.Tune into the episode for expert guidance on protecting and managing your assets effectively.00:00 Introduction and Background01:57 Common Misconceptions in Trusts and Estates Planning04:34 Key Considerations for Setting Up a Trust07:55 Choosing the Right Person for Estate Roles12:17 Managing Financial Gaps and Debts17:23 Avoiding Common Estate Planning Mistakes20:15 Effective Communication with Family23:53 How to Vet an Estate Planner and Getting StartedWhat topic or question would you love answered on the podcast?Register at elevatefinances.us/webinar to start your journey to retire in 5 years. Not sure what you need to do to make retirement happen? Let’s identify your priorities and next steps in a Retirement Strategy Session. Book your session today.Looking to learn more about being retirement ready?Join the Facebook community Retirement Ready Hub to continue the conversation and learn how to accelerate your retirement progress.Wondering where your money actually goes each month? Get real answers on a money clarity call. Book yours today.Connect with meFacebook:  https://www.facebook.com/dalene.higgins/