Episode 176

full
Published on:

13th Feb 2023

Express Your Love Through Estate Planning

Ensure your love lasts a lifetime. Plan your estate to secure your loved one's future and bring them peace of mind.

In this episode, I will discuss the importance of estate planning and share a personal experience to highlight its benefits. I will also cover the documents that go into an estate plan, such as wills, trusts,  and medical health care directives. Estate planning will help you distribute your assets, and medical health care directives can ensure that one's wishes are respected in case of incapacitation. 

Take the first step in showing your love for your family by creating an estate plan with us. Tune in now! 

Key Points:

[5:22] #1 What is an estate plan, and how does it help?

[9:16] #2 How an estate plan can help you when someone is incapacitated?

[10:58] #3 What goes into the estate plan?

If you loved this episode, you have to listen to these episodes as well: 

>> The Value of a Financial Advisor 

>> Planning Your Life & Finances - a 2022 Mash Up

>> Own Your Home and Grow Your Mental Wealth

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com I Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.