In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early.

Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode.

Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com

Find us on YouTube at https://www.youtube.com/@nextsteps4seniors

In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a &ldquo;death binder.&rdquo; The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early.
Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode.
Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps&mdash;encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at <a href="https://www.nextsteps4seniors.com">www.nextsteps4seniors.com</a>
Find us on YouTube at <a href="https://www.youtube.com/@nextsteps4seniors">https://www.youtube.com/@nextsteps4seniors</a>

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

Aging isn’t easy - but it doesn’t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence—so your next steps can be your best steps.

Learn more about Next Steps 4 Seniors, LLC at https://nextsteps4seniors.com

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Aging isn&rsquo;t easy - but it doesn&rsquo;t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the&nbsp;next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence&mdash;so your next steps can be your best steps.
Learn more about Next Steps 4 Seniors, LLC at <a href="https://nextsteps4seniors.com">https://nextsteps4seniors.com</a>

Next Steps 4 Seniors: Conversations on Aging with Wendy Jones

Next Steps 4 Seniors: Conversations on Aging explores the tough aging topics no one talks about but everyone faces.

Aging well starts with a plan. Host Wendy Jones shares expert insights and real-life stories to help families, caregivers, and professionals take proactive steps—before a crisis hits.

 

 

Next Steps 4 Seniors: Conversations on Aging explores the tough aging topics no one talks about but everyone faces.
Aging well starts with a plan. Host Wendy Jones shares expert insights and real-life stories to help families, caregivers, and professionals take proactive steps&mdash;before a crisis hits.
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