Beyond Limits Mindset

[BILLIONAIRE UNIVERSITY® @TheBillionaireU]

Here are seven documents you need before you retire,

This does not constitute legal or tax advice so always intelligently consult qualified tax and legal professionals for your situation.

[Beyond Limits Mindset @byondlimmind]

Here's the truth most folks never hear. A will alone protects almost nothing. It's the full stack of seven that actually protects a family.

[Beyond Limits Mindset @byondlimmind]

Number seven: updated beneficiary designations. Here's what almost nobody realizes. The beneficiary listed on your IRA, your 401k, your life insurance, overrides your will completely. 7/7

[Beyond Limits Mindset @byondlimmind]

Number six: HIPAA authorization. Federal privacy law is strict. Without this signed, your own family can be denied information about your condition in a hospital. And here's where it gets powerful. 6/7

[Beyond Limits Mindset @byondlimmind]

Number five: the living will and the pour-over will. The living will states your wishes while you're alive. The pour-over will catches anything you forgot to name, so nothing slips through the cracks. 5/7

[Beyond Limits Mindset @byondlimmind]

Number four: healthcare power of attorney. Same idea, but for your medical decisions. Without it, your family can't act on your behalf when it matters most. 4/7

[Beyond Limits Mindset @byondlimmind]

Number three: financial power of attorney. If you ever reach a point where you can't manage your own finances, someone needs the legal authority to step in for you. 3/7

[Beyond Limits Mindset @byondlimmind]

Number two: the will. The trust avoids probate. The will is what actually states where you want everything to go. 2/7

[Beyond Limits Mindset @byondlimmind]

Here are seven documents you need before you retire:
Number one: the revocable living trust. This is what lets your estate bypass probate entirely so your family isn't paying judges and attorneys for months while your assets sit frozen. 1/7

[BILLIONAIRE UNIVERSITY® @TheBillionaireU]

Here are seven documents you need before you retire,

This does not constitute legal or tax advice so always intelligently consult qualified tax and legal professionals for your situation.

[Reads with Ravi @readswithravi]

Just be consistent for 6 months.

[Reads with Ravi @readswithravi]

Show up.
Effort never betrays you.

[Reads with Ravi @readswithravi]

Do it scared ‼️

[Essential Mastery @EssentialMastry]

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