June 8

055 | You Can’t Take It With You


Don’t let the government decide for you where YOUR money goes.

Today, Dave is going to share some important thoughts on what you need to do to best protect your assets when you pass on because you can't take them with you.

You are going to learn the basics of why it's important to set up a will or a trust and also what it means to set a beneficiary or executor.

Dave simplifies the whole process in this episode.

If you’ve been a good steward with your money in life… let’s finish well and have a plan for where it will go when you pass.

Remember, you can’t take it with you.

However, YOU can make your family's life a whole lot easier when it comes time to complete your estate.

Take the time now to get organized and do the needed steps on your estate. They will all be very appreciative!

Questions for Review:

  • Are you okay with the government deciding what to do with your money?
  • Have you set up a will or a trust for the unfortunate scenario of you passing unexpectantly?
  • If you have set it up, when was the last time you reviewed it? Have things changed a bit in the last few years or should they stay the same?

Verse From the Episode: "I tell you the truth, those who listen to my message and believe in God who sent me have eternal life. They will never be condemned for their sins, but they have already passed from death into life." -John 5:24


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