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Do you have Trust?
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Jeff steers away from financial tips to address a question of legacy: Do you have a plan for when your time comes? Having a trust or a will isn't just for the wealthy; it's for anyone who cares about the distribution of their assets, no matter how grand or modest.
In this episode, we dive deep into:
- Expect the Unexpected
As Jeff says, "We are all one breath away from death," emphasizing the unforeseen nature of our mortality. Planning isn't just a business strategy but a life necessity.
- Fairness to Family
Is it fair for your family to navigate your passing without a guide? Jeff reflects on the emotional and financial stress that lack of planning imposes on loved ones.
- The Cost of Emotions
With touching sincerity, Jeff delves into the heart-wrenching impulse purchases in the face of loss. A pricey casket or headstone represents love, but he questions if in death, the gesture holds the value it consumes.
"Death is one of those things that we never know when it will strike. So having a plan is more important than anything else in this life." – Jeff Hockett
Connect with Jeff:
Website: https://www.hocketttax.com/
Email: [email protected]
Twitter: https://twitter.com/taxgamecoach
Facebook: https://www.facebook.com/hocketttaxandpayroll
YouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0
LinkedIn: www.linkedin.com/in/hocketttax
Instagram: https://www.instagram.com/hocketttax/
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