Estate Planning That Actually Works

Money Matters with Greg · Jul 1, 2026 · 27m · transcript

If you have worked hard to build savings, a home, a business, or investment accounts, there is one uncomfortable question that decides what happens next: will your money move the way you want, or the way your state’s default rules allow? Greg gets specific about why estate planning is not a one-time task or a “later” problem. It is the system that protects your family from confusion, delays, and tax surprises when life changes fast.

We start with the basics many people still skip: a last will and testament, a medical power of attorney, and a living will. From there, we lay out the three…