Episode 62

full
Published on:

16th Feb 2023

When You're Gone They are Still Here

They say the only things in life guaranteed are taxes and death and if you are young you are not likely prepared for the what if's. If you get sick, are in an accident, or pass you will want these things to be in order for the people who love you so they can pick up the pieces a little easier. An episode in honor of those we lost too soon.

1) List of bills to pay and how to pay them.

2) Password List

3) POA - Different versions: Health, real estate, all 18-year-old kid

4) Medical directive - gf/bf allowance, DNR

5) HIPAA Release

6) Banking info and POD Clause

7) Will and Who gets what so no one fights for the little things

8) Trust-Ladybird deed-Vesting on title rights of survivorship

9) Rocketlawyer.com

10) Letters to loved ones

11) Funeral arrangements

12) Kids, elderly and animal arrangements

13) Secure your digital assets-online banking, investments, social media accounts, websites, etc.

14) Make sure someone knows where this stuff is. Talk with all of your loved ones

15) Keep it all current. Update often when you move, downsize, or upsize.


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About the Podcast

Elite Life
The Elite Life Podcast is a show about achieving excellence in all areas of life. Hosted by Trish and Kylee, this podcast features interviews with successful entrepreneurs, business leaders, and professionals who have reached the pinnacle of their careers and lifestyles. From real estate to finance, marketing to personal development, the show explores the strategies, insights, and mindsets that have propelled these guests to the top of their respective fields. With a focus on practical advice and actionable steps, The Elite Life Podcast provides inspiration and guidance for listeners who want to elevate their own lives to the next level.

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