The Essentials of Estate Planning with Wendy Monteith, Esq.

Did you know 64% of Gen Xers do not have a will? Even worse, nearly half of Americans over 55 don’t either? A survey from found that in total, only 4 in 10 American adults have a will or living trust. Unfortunately, failing to do appropriate planning could have disastrous consequences. Attorney Wendy Monteith experienced this first hand as a child, and has devoted her law practice to ensuring her clients are prepared for anything and everything. 

In this episode, Wendy shares the why and how behind estate planning. It includes more than just a will. A health care directive and durable power of attorney are necessary in case you get sick or injured and are unable to make decisions for yourself. Having these, and a few other key documents in place ensures that you will have an advocate and your wishes will be followed.

A legacy Is one of the best gifts we can gift those we love, and advanced planning will protect our loved ones from additional stress during a difficult time. This conversation is truly worth a million!

Join the discussion

More from this show

Best Friends Finance
Episode 37