In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon & Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼 

With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorneys, and ensure their parents’ wills are in order. 📜 From creating their own wills to verifying beneficiary designations and compiling an 'In Case I Die' file, Shannon & Mike are taking big steps toward securing their future. 🗂️ 

Tune in to hear how they’re tackling the essentials of estate planning and setting up a strong foundation for peace of mind. 🌟

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Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.