Legacy Planning Made Simple for Every Family

Take the mystery out of legacy planning, no matter your age or stage. Estate planning attorney Erick Fabyan breaks down the conversations, documents, and decisions families should consider before they matter.

From wills and trusts to beneficiary designations, powers of attorney, family conversations, and end‑of‑life instructions, this episode offers a practical roadmap for beginning—or updating—your estate plan. Jamie and Eric also share real stories and clear examples that reveal why planning early matters, how to avoid common mistakes, and the small steps that provide major peace of mind.

What We Cover:
✅ Why every adult needs basic estate planning documents
✅ The difference between wills and trusts (and why most families benefit from a trust)
✅ How beneficiary designations work—and the pitfalls to avoid
✅ Choosing powers of attorney for financial and medical decisions
✅ Keeping your documents current and aligned with your wishes
✅ Planning for funeral expenses and ensuring liquidity
✅ How to structure family conversations that prevent conflict
✅ Digital legacy planning (passwords, online accounts, phone access & more)

Whether you're planning for your own future or helping aging parents, this conversation will help you take the next right step with confidence.

#EstatePlanning #LegacyPlanning #FinancialPlanning #EndOfLifePlanning #TrustsAndWills #BeneficiaryDesignations #PowersOfAttorney #FamilyFinances #FinancialWellbeing #MoneySensePodcast #EIG #EllenbeckerInvestmentGroup #FinancialEducation

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.