Turning Uncertainties Into a Planning Process EP1

What this episode covers

Thinking about your legacy isn’t always top of mind. Thoughtful Planning Hosts Santiago and Honey Bueno didn’t give it much thought either, until the opportunity to learn more about what legacy and end-of-life planning really meant. Creating trusts and making sure the legal details are complete for your heirs can feel like it’s only for the super-wealthy. That’s why this husband-and-wife team want to have these conversations. Planning is for everyone, especially if you have kids who’ll be the ones left to sort things out. “Turns out trusts are for everyday people like us juggling jobs, family, and everyday life. We wanted to create a roadmap, especially for our adult kids.” After deployments in Iraq and Sudan and being at the Pentagon on 9/11/2001 Santiago shares that thinking “what if” became more than an exercise about what could happen. Hear how they came to the decision to learn more and begin putting their plan in place. Educating themselves is why they want to help others. There’s no roadmap, just a lot of questions in search of answers. Join them as they share solutions that have helped them, and the questions that are still on the table. “Getting your stuff in order is kind of like assembling Ikea furniture. It takes time, it takes patience, . . . and every piece of paper, every call is a step closer to peace of mind. We're taking you on this journey with us.” Santiago and Honey Bueno Connect on Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

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How long is this episode of Thoughtful Planning?

This episode is 4 minutes long.

When was this Thoughtful Planning episode published?

This episode was published on November 20, 2023.

What is this episode about?

Thinking about your legacy isn’t always top of mind. Thoughtful Planning Hosts Santiago and Honey Bueno didn’t give it much thought either, until the opportunity to learn more about what legacy and end-of-life planning really meant. Creating trusts...

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