Judith Sack joins us today to explain estate planning. From wills to digital assets to password keepers, Judith and Stacey cover a lot of ground.

Key Takeaways:

  • If you use a password keeper for your “digital assets,” be sure to write that master password down and let a trusted individual know of it for easy access when needed. Otherwise, it could take years for them to get in!
  • A trust is the big overarching document, think creating a corporation for yourself.
  • A trust can manage where you live, who makes financial decisions relating to your healthcare, etc.
  • Every year is a good year to review what’s in your trust: updating bank account information, beneficiaries, etc.
  • With the Emergency Info File course, you will get all of this squared away and leave a stress-free legacy!

Get in touch with Judith Sack:

Website: Jmsack.com

Email: jmsack@sbcglobal.net

Phone: 818-914-0668

Reference Stacey and the Legacy Therapy Podcast

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif