Today you'll hear from financial advisor and estate planning educator, Kari Drasic who is sharing the basics of estate planning. This episode gives you a simple, high-level overview of the key documents and decisions that help ensure your family is cared for and your assets are distributed the way you desire.

Inside this conversation, you'll learn

• The basic documents every adult should have in place

• How to approach the estate planning conversation with your loved ones in a calm, loving way

• How to get started with estate planning (even if you've been putting it off)

Scripture reference: Proverbs 13:22 A good person leaves an inheritance for their children's children, but a sinner's wealth is stored up for the righteous.

Takeaway– Estate planning doesn't have to be complicated to be powerful.

Looking for guidance on investing or estate planning? Reach out to Kari & her team at Baird:

Kari A. Drascic, CDFA®

Vice President

Private Wealth Management

14 North Parker Drive, Suite 200

Janesville, WI 53545

(o) 608.373.7920 | 888.792.9807

kdrascic@rwbaird.com The Rummage Drasic Group

Follow us on LinkedIn for the latest

updates on our team, market commentary and more!

Send Jennifer a DM on Instagram (@jenpiala) with the word PLAN & she'll share a couple beautiful ways you can work together to create simplicity, clarity & freedom with your money.

Resources & Support for Your Money Journey:

• Send me a DM on Instagram—I'd love to know what stood out to you: @jenpiala

• Join my FREE Facebook Group: Creating Confidence With Your Cash

• Grab your FREE Money Management Guide

• Book a 90-min Power Plan Session to jumpstart your money goals!

Link to the Wisconsin Power of Attorney forms mentioned in the show:
POA for Healthcare
POA for Finances

https://pod.link/1732418537

Until next time, keep walking with purpose toward your abundant life!