Protecting Your Legacy Isn't Just for the Wealthy with Anna Jerden

You have a bank account. You own property. You have people you love. That means you need a plan—and waiting until "later" could leave your family drowning in paperwork, legal fees, and preventable heartbreak when they need clarity most.Anna Jerden, estate attorney and trust specialist, shares her journey from corporate communications to law school in her 30s (while working full time), and why she made estate planning her mission after watching her own family struggle without proper planning in place. In this episode, Anna breaks down the myths keeping you stuck, explains what trusts actually do, and reveals why estate planning isn't about death—it's about protecting your life, your family, and your future right now.If you've been putting off this conversation because it feels overwhelming, expensive, or "not for you yet," this episode will change your mind and give you a clear path forward.TOPICS DISCUSSED:Why estate planning isn't just for death—it's for incapacity, dementia, and life emergenciesWhat a trust actually is (think: building a house, then furnishing it with your assets)The difference between probate and trust planning—and why trusts keep you out of courtHow California's Proposition 19 changed property tax rules for passing homes to childrenPower of attorney myths: it's not signing away your lifeWhy women need to plan twice: once with partners, once for themselvesInternational property and cross-border estate planning considerationsPay-on-death accounts and other probate alternativesConnect with Anna on LinkedIn - www.linkedin.com/in/anna-jerden-esq-935b62208Want to learn more about Jenny’s work? Visit her website at www.relatelaw.comBEST MOMENTS:"Estate planning is about people. It's not just organizing the things in your life, but the people in your life as well.""Common doesn't mean it's not treatable. Getting the planning in place is something you can do to avoid all of that.""You can still take control and maintain a sense of order through some of these really critical life events.""As a woman, you're essentially in a unique position because you have to plan more than once."CONTACT THE HOSTWebsite |  www.thereikihealingcoach.com Instagram | @sophia_i_got_igInstagram | @createlifeyourwayFacebook | www.facebook.com/sophia.e.754LinkedIn | Sophia Elcock Hosted on Acast. See acast.com/privacy for more information.