105 | How to Protect Your Family’s Inheritance and Avoid Family Disputes | Part 2 National Make-A-Will Month Series

Hey there Grandma,

You’ve worked hard to build something for your family — but without a clear plan, it could cause more harm than help.  In Part 2 of our National Make-A-Will Month series, Namma & Jo walk through the steps that protect peace: a valid will, updated beneficiaries, the right decision-makers, a simple Letter of Instruction, and a loving family conversation.  

 

With love and child-like faith,

Namma & Jo

 

CONTACT US:

Email - info@wnlowwithNammaNJo.com

Text -   833.965.6900

 

Quick Checklist (copy/save):

• Will (state-compliant, updated)

• Durable Financial POA

• Healthcare POA & Advance Directive

• Beneficiaries updated (life insurance, 401k/IRA, bank)

• TOD/POD on eligible accounts

• Guardianship wishes (if minors)

• Letter of Instruction (contacts, accounts, passwords location)

• Where originals live (and who knows)

• Sentimental items plan (Bible, rings, quilts)

• Annual review every August

Links & Resources:
▶ Download the Checklist (PDF): https://drive.google.com/file/d/1ro1XorEPF3YIgj8YxrTqk8OhPUpKA2fz/view?usp=sharing
▶ Start here (2-minute quick form): https://forms.gle/qQv6QByKG5uaz3mG7
▶ Podcast Playlist: https://podcasts.apple.com/us/podcast/wnlow-with-namma-jo-wnlow-christian-grandma-nurturing/id1710795308

 

Disclaimer:
This episode provides general information and is not legal advice. Laws vary by state and situation. Please consult a licensed attorney or qualified estate professional.

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#NationalMakeAWillMonth #ChristianGrandma #FaithFamilyLegacy #SpiritualLegacy #KingdomKids #wnlow #WNLOWwithNammaNJo