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Ep 27: Why Women Need a Legacy Plan
Manage episode 353556445 series 3305155
Legacy planning might be one of the most overlooked aspects of securing your family’s future and the stats back that up. Only 33% of US adults have estate planning documents in place, and while there might be many reasons why it gets put off, we want to try and change that.
That’s why we’ve invited Ladies in Law onto the show. Jazzy Rippy and Ameena Sheikh are the two powerhouse women behind the company, and they are one of our favorite Purse Strings-approved professionals because our missions are very much aligned.
We’ll use this episode to discuss the importance of having an estate plan in place and why it’s much more accessible than many people think. Financial planning is the key to having a successful retirement and estate planning is the key to creating generational wealth. Ladies in Law work with women to create a process that is affordable, efficient and maintainable no matter what changes in your life.
If you’re looking for a place to start, go ahead and schedule a free consultation. It only takes 30 minutes of your time and can be done entirely virtually.
Here’s some of what you’ll learn on this episode:
· Meet the two people behind Ladies in Law. (1:57)
· What it takes to set up your legacy plan. (4:11)
· Can you use online services to take care of this? (8:05)
· Horror stories that will make your rethink not having a plan. (10:48)
· Some final thoughts and recommendations from our guests. (18:24)
Learn more about our guests: https://pursestrings.co/professional/ladies-in-law/
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
69 에피소드
Manage episode 353556445 series 3305155
Legacy planning might be one of the most overlooked aspects of securing your family’s future and the stats back that up. Only 33% of US adults have estate planning documents in place, and while there might be many reasons why it gets put off, we want to try and change that.
That’s why we’ve invited Ladies in Law onto the show. Jazzy Rippy and Ameena Sheikh are the two powerhouse women behind the company, and they are one of our favorite Purse Strings-approved professionals because our missions are very much aligned.
We’ll use this episode to discuss the importance of having an estate plan in place and why it’s much more accessible than many people think. Financial planning is the key to having a successful retirement and estate planning is the key to creating generational wealth. Ladies in Law work with women to create a process that is affordable, efficient and maintainable no matter what changes in your life.
If you’re looking for a place to start, go ahead and schedule a free consultation. It only takes 30 minutes of your time and can be done entirely virtually.
Here’s some of what you’ll learn on this episode:
· Meet the two people behind Ladies in Law. (1:57)
· What it takes to set up your legacy plan. (4:11)
· Can you use online services to take care of this? (8:05)
· Horror stories that will make your rethink not having a plan. (10:48)
· Some final thoughts and recommendations from our guests. (18:24)
Learn more about our guests: https://pursestrings.co/professional/ladies-in-law/
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
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