1820: Estate Planning Made Simple: How to Create a Will, Trust, and Peace of Mind

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 30 April 2025

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode is a special one, pulled straight from inside the So Money Members Club. This month, we hosted a live workshop all about estate planning — a topic that many of our members requested — and we brought in an expert to guide us: Heather Zack, an attorney and financial planner who leads high-net-worth strategy at Commonwealth Financial Network.

Whether you're married or not, have kids or don't, own property or are just starting to build wealth, this conversation with Heather will help demystify the essentials. We cover wills, trusts (both revocable and irrevocable), how to choose the right people to manage your estate, and how to avoid common mistakes that can cost your loved ones time, money, and stress.

And if you’ve ever wondered whether those “create your estate plan in 30 minutes online” sites are legit? We get into that too.

Transcript

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0:30.4	Fancy a fever tree and vodka.
0:34.1	Yes, vodka.
0:35.7	Not gin.
0:36.9	Because this is fever tree Mexican lime soda. Yes, vodka, not gin Because this is fever tree Mexican lime soda
0:39.6	Yes, soda, not tonic
0:42.6	With Mexican lime and Japanese yuzu
0:45.3	For a zesty, refreshing lime soda
0:47.5	That's just sweet enough
0:49.2	Delicious with vodka
0:51.1	Or on its own
0:52.6	Fever tree Mexican lime lime soda, mix with the best.
0:57.9	Hmm, now that hits the spot.
1:02.3	So Money episode 1820, estate planning made simple,
1:07.1	how to create a will, a trust, and peace of mind.
1:11.5	You're listening to So Money with award-winning money guru Farnush Karabi.
1:16.4	Each day, get a 30-minute dose of financial inspiration from the world's top business minds,
	...

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