Legacy Therapy

Trusts & Estate Planning

Episode Summary

Judith Sack is an estate planning attorney. She engages in community activities that promote the safety and well-being of seniors and small businesses. She is here today to explain the differences between financial matters and health matters in an estate, as well as the management of assets, how to educate your agents as to how you want things managed, etc.

Episode Notes

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