Episode 94 - Interview with Estate Attorney, Sarah White

In this episode of The Money PIG Podcast, we’re thrilled to welcome estate attorney Sarah White. Tim and Sarah dive into all things estate planning—why every family needs it (not just the ultra-wealthy), what essential documents you should have in place, and the real-life messes that happen when you don’t have a plan.

Sarah shares stories (including one about a double-wide trailer and a determined client), busts common estate planning myths, and explains how legal planning intersects with your financial goals. Plus, Tim reveals his own experience with estate planning—complete with chicken diapers, dad jokes, and a cautionary tale involving unfinished paperwork (from his own mom).

Topics include:

• Why a will, healthcare directive, and power of attorney are foundational
  
  
• How estate planning protects your legacy and reduces family stress
  
  
• When you might need a trust (blended families, out-of-state property, special needs)
  
  
• Why naming beneficiaries isn’t enough
  
  
• How financial advisors and estate attorneys collaborate for your benefit
  
  

Whether you’ve got a beach house or backyard chickens, your legacy deserves protection.

Need help getting started? Visit GoodwinInvestment.com

Reach Sarah at Sarah@lawyersarah.com or visit LawyerSarah.com

Read the blog that inspired this episode: https://www.goodwininvestment.com/the-estate-plan-you-didnt-know-you-needed/

 Like, subscribe, and leave us a review if this resonated with you!

Enjoy the episode?
Subscribe, share it, and leave us a review on Apple or Spotify!

For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Marietta, Georgia . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here. 

Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice