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So, you’ve implemented your documents, but now what? What do you need to do with your documents to be sure that when it comes time for someone to step in, they know how to access them?
In this episode, Stephen Stricklin and Aaron Love dive into part two of the importance of planning tools! Aaron gives some insight into who you should involve with your planning and which documents will ensure that what you have planned for your future will actually happen. Aaron shares some personal stories that emphasize the importance of storing your documents correctly.
You will learn:
- Ways in which you can store your documents and include the right people
- How you can leave behind virtual assets, financial assets and messages to your family
- What you can do now to avoid probate in the future
- The importance of planning so your assets go where you want them to go
- And more!
Tune in now as Stephen and Aaron continue their discussion of the importance of document implementation!
Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Aaron Love | Love Law Group