Jun 27, 2025

No one likes thinking about death but ignoring what happens to your money after you’re gone can leave your loved ones with stress, confusion, and financial trouble. In this episode, Nick and Jake unpack the essential documents and decisions that determine where your assets end up, from wills and probate to powers of attorney and trusts. They explain how poor planning can lead to legal headaches, tax burdens, and family conflict, and why it’s critical to have conversations now, not later. If you want to make sure your wishes carried out clearly and your family protected, this is a must-listen.

Here’s what we discuss in this episode:

📝 The must-have document everyone needs

⚖️ Why having a will doesn’t necessarily avoid probate

🔑 What authority is granted under a POA

📦 When a trust makes sense, and when it doesn’t

💸 The silent tax trap your kids might inherit

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