The Death Letter: Why Your Estate Plan Matters More Than Your Documents

The Executive Financial Planning Podcast · Aug 24, 2026 · 8m

You did the responsible thing and created a Will, Powers of Attorney, and maybe a Trust. Then, you assumed your wishes were set. Often, they're not. In this episode, Matt takes a break after Season 1 and previews what's coming on the podcast over the next few weeks. He also digs into why the documents in your drawer may not control what actually happens to your assets. He shares the simple (not always easy) fixes because the paperwork is rarely the hard part; sitting down to do it is. Follow the show to be sure you don't miss Season 2 launching in September! Until then, find more estate…