Estate Planning Archives

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I am a Certified Financial Analyst and Educator with a passion for helping people achieve their financial independence without enduring the everyday jargon of finance and investments. I know how intimidating it can be dealing with this. That’s why I have made it my mission to simplify everything about finances, from personal to business to help you run your side hustle and small business like a pro.

I also believe there is more to life than worrying about our finances. While I point out on many occasions you should budget and reduce expenses, I also recommend taking time off to decompress and enjoy your money. That’s why I mix it up with travel content and book reviews to help you discover the other side of life (my life)!

Welcome to my site, and let’s do this discovering together!

LET’S CONNECT!

Living Wills: Everything You Need to Know

How to Protect Your Assets with Trusts from Creditors

Wills vs Trusts: What You Need To Know For Estate Planning

Do You Have an Estate Plan? Here is How to Avoid Probate

Setting Up a Family Trust: All You Need to Know

Understanding Estate Planning: What It Is and Why It Is Important