It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.
The only
For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.
Nobody teaches that part
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Depending on the article, they sound like a college fund, a
Hiring a financial advisor is one of the biggest decisions most people make without really knowing what comes next.
You hand over your financial life to someone
I have sat across from a lot of accomplished people who were certain their estate was handled.
They had a will. A good attorney drew it up. They read it, signed
The woman I'm going to describe in this piece isn't one person. She's a pattern. I've worked with enough women in her situation that I can describe her clearly
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.
Then comes a quieter assumption
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
You know how life tends to throw in a few plot twists?
They don't ask if you're ready. They just show up—with potential financial consequences tagging along.
A
