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Michael Jackson had a great strategy in place and the legal documents to set it up. But he left a mess because he didn't do financial organization. Financial organization is understanding what you have and coordinating your assets with your plan. Without this step, you can have great documents and still not leave a manageable to-do list.

This episode is brought to you by my 6 Day Organizational Challenge, kicking off on January 17th, where I'll help you gather information to understand what you have. Join me on Instagram, https://www.instagram.com/jengumbel/, or Facebook, https://www.facebook.com/anorganizedafterlife.

Get a PDF checklist when you join my newsletter, https://mailchi.mp/f173064ebb55/rfamdmmqys
Michael Jackson had a great strategy in place and the legal documents to set it up. But he left a mess because he didn't do financial organization. Financial organization is understanding what you have and coordinating your assets with your plan. Without this step, you can have great documents and still not leave a manageable to-do list. This episode is brought to you by my 6 Day Organizational Challenge, kicking off on January 17th, where I'll help you gather information to understand what you have. Join me on Instagram, https://www.instagram.com/jengumbel/, or Facebook, https://www.facebook.com/anorganizedafterlife. Get a PDF checklist when you join my newsletter, https://mailchi.mp/f173064ebb55/rfamdmmqys read more read less

3 years ago #estateplanning, #financialorganization, #financialplanning, #funding, #trust