Mastering Estate Planning: Safeguarding Your Legacy with Jay Organek

What are the critical aspects of estate planning and the common pitfalls that people often face? In this episode, we delve into these questions and more with Jay Organek, VP of Legal Product at Wealth.com. Navigating the emotional complexities tied to inherited assets and finances can be challenging, so we start off by addressing a fundamental question: Why is it so important to think about your mortality and plan for the inevitable—especially when it comes to securing your family's future as beneficiaries of your estate?

Listen in to learn how Wealth is revolutionizing this landscape by enabling clients to craft personalized legal documents without the necessity of direct attorney interaction. You’ll learn the differentiating factors between wills and trusts, as well as key insights into the circumstances that might prompt a transition from one to the other. We’ll cover not only the 'what' and 'how' of estate planning, but also the 'why' behind each decision to help you safeguard your legacy.

What You’ll Learn:

• The importance of having an estate plan.

• How Wealth is simplifying the way clients create their personalized documents.

• How to know when you need a will or a trust.

• Why you might step from a will into a trust.

• How often you should update your will or trust.

• The top mistakes people make when creating their estate plan.

Ideas Worth Sharing:

• “You absolutely need to have an estate plan.” - Jay Organek

• “Having an estate plan makes it easier on your loved ones who have to clean up the mess when you’re gone.” - Jay Organek

• “Every few years, it is worth having a look at your estate plan and making sure nothing has changed.” - Jay Organek

Resources:

• Jay Organek: LinkedIn

• Wealth

• Fiat Wealth Management

Share The Love:

If you like the Every Day is Saturday podcast …

Never miss an episode by subscribing via Apple Podcasts, Amazon, Spotify, Stitcher, Google Podcasts, or by RSS!