Tag: Estate Planning
Estate Planning: The Gift Your Family Deserves (Ep. 18)

Estate Planning: The Gift Your Family Deserves (Ep. 18)

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Estate planning isn’t just for the wealthy. It’s a way to protect loved ones, avoid unnecessary conflict, and honor your wishes.

In this episode of License to Spend, Tim Whisler unpacks the importance of having clear legal documents in place before life’s unexpected events occur. From powers of attorney to trusts, Tim explains how these tools reduce stress, prevent family disputes, and keep your legacy intact. 

With relatable stories and practical steps, he shows why starting the conversation now is one of the most loving things you can do for your family.

Tim discusses:

  • Why estate planning is about caring for loved ones, not just dividing assets
  • The essential roles of financial and healthcare powers of attorney
  • How wills, trusts, and up-to-date beneficiaries work together to honor your wishes
  • Real-life examples of how planning (or lack of it) affects families
  • Tips for finding and working with the right estate planning attorney
  • And more!

Connect with Tim: 

Book a Call with Tim:

Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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29. The Life Of Money After Death

29. The Life Of Money After Death

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Death and taxes are the two most certain events in a person’s life. How can you continue the implementation of your financial plan after death?

In this episode, Tim Whisler discusses the difficult topic of death and how to plan financially for this certainty in life. Tim shares two stories about death and the financial planning involved. He discusses how having a plan can not only ease the transition but also increase the legacy you leave behind for future generations.

Tim discusses:

  • The importance of having a conversation about death with your loved ones and your advisor
  • What could happen to your estate without a proper plan
  • How simple planning can ease the transition of your estate after you’re gone
  • How to increase the legacy you leave behind
  • And more

Connect with Tim: 

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.

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