Legacy Sips & Tips with Lindsay
Legacy Sips & Tips with Lindsay!
Learn from Lindsay Wheeler, founder of High Sierra Legal and Your Estate Plan, on how to prepare for the inevitable and protect your Legacy through estate planning. And to make discussing dying a little more fun, she will also be talking about wine, travel, entrepreneurship, and all things snow!
Lindsay brings 20+ years of experience in the legal field and went to law school so you don't have to. She is a passionate entrepreneur, outdoor enthusiast, and wine snob.
Listen to her tell-it-like-it-is (let's be real) fun and hilarious discussions each week or so on how to make sure your family and loved ones are protected if you aren't here, mind shifts to pursue your best life, fancy and not so fancy wines, traveling the world, and of course snowboarding.
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay
For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online
Legacy Sips & Tips with Lindsay
E:51-Funding Your Trust-Key Steps People Miss
Ahoy, estate planning enthusiasts! In this episode of Sips and Tips with Lindsay, we set sail into the world of trusts with a pirate-themed crash course on funding your estate plan. Lindsay breaks down the essentials of creating and "filling" your pirate chest, with treasures like property, bank accounts, vehicles, and even crypto. Learn why funding your trust is crucial to avoid leaving an empty chest for your loved ones and discover actionable steps to transfer your assets into this secure entity.
Wine Talk:
2019
Rancho Victoria
La Donza-Blend
Amador County, CA
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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay
For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online
Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE