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