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内容由Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen提供。所有播客内容(包括剧集、图形和播客描述)均由 Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep 27: Why Women Need a Legacy Plan

22:55
 
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Manage episode 353556445 series 3305155
内容由Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen提供。所有播客内容(包括剧集、图形和播客描述)均由 Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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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/

  continue reading

69集单集

Artwork
icon分享
 
Manage episode 353556445 series 3305155
内容由Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen提供。所有播客内容(包括剧集、图形和播客描述)均由 Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Send us a text

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/

  continue reading

69集单集

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