Do you have your estate plan in place, so when you die your family will get everything you plan for them?
It’s on everyone’s list….somewhere.
It’s an incredibly intimidating topic and no one wants to think about dying. But what happens to your family and loved ones if you die without having your affairs in order?
In today’s show I’m incredibly excited to have Leslie Quinsay as my guest. Leslie is the author of “Legacy – a Guide to Successfully Transferring Wealth From One Generation to the Next.”
Leslie shares her personal story as a daughter, a sister and a mom, of the day her dad unexpectedly had a heart attack and almost died. It was an eye opening time for her family as they realized they did not have the proper estate plans in place.
Not only did they have their dad’s affairs to sort out, they are a family of entrepreneurs, with multiple businesses and many employees relying on them to have the right plans in place.
From the unexpected 5 am call two days before her 40th birthday, to helping her mom figure out finances and medical care, to creating a ‘living’ succession plan that will ensure her family’s enterprises survive for generations, Leslie shares her story.
Leslie also shares her 6 step process for putting an estate plan in place that she lays out in her book Legacy.
If you’ve been wondering
- Who do I go to, to advise me and help me set all this up?
- What documents do I need?
- How do I talk to my family and loved ones about my wishes?
- How do I let people know what needs to happen?
- If you’re a business owner, what happens to your business?
You’ll want to check out this week’s show.
And, if this is the year you’ve decided to get your estate planning checked off your list, Legacy is a must read. Leslie does an amazing job of laying out the six EASY steps you need to create an estate plan. No matter how complex or simple your life is, this book will help and it’s written in plain English so no one has to be intimidated any more.
This book is great for anybody who is doing their estate planning, but it’s especially pertinent for families that own businesses. If all your money is tied up in your business, and you want to make sure that money gets to your family, Leslie tells you EXACTLY what you have to do to make that happen. Who runs the business the day after you’re gone? If it needs to be sold, how do you do that? How do you find out what it’s worth? Leslie guides you through all the things you need to know.
I also wanted to make this a no brainer for you to get started so I created a quick guide called “Your Estate Planning Guide” that you can download for FREE HERE. Don’t let another month or year go by that you haven’t put your affairs in order. This is one of the best ways you can take care of the people you love, even when you’re not here to do it anymore.
If you have similar stories you’d like to share, please add them in the comments below. Don’t be shy. Chances are about 100% that whatever you are doing, whatever challenge you face, someone else is in the same shoes. Your story may help them and make them feel no so quite alone.
Thank you so much for watching, sharing, and encouraging everybody else in this community. You make a difference!
Have a wonderful week!
PS… If you haven’t heard, my new FREE 3 part course “3 Steps to Becoming Financially Successful” and my FREE LIVE workshop “Your 60 Day Roadmap to Financial Success” will both be out in the next week or so. My 8 week, signature class, the FAST Money Management Program will also be opened for limited enrollment. If you want to get on the list to hear when all three are available, you can sign up HERE
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