You've worked twice as hard to catch up on your path to financial independence, so why leave your legacy to chance? To help keep your FI plan from going up in smoke we sit down with estate planning and small business attorney, Allison Harrison. It's a fast, funny and slightly alarming deep dive into estate planning for normal people who assume they're "not rich enough" to need one.

This episode covers:

Why your FI plan is incomplete without basic estate planning
The real cost, delay, and public exposure that can come with probate
Why many people think they need a trust when they actually don't
When a trust does make sense, especially for control and complex family situations
The simplest ways to avoid probate using beneficiaries and transfer-on-death designations
Why healthcare and financial powers of attorney matter just as much as a will
Estate-planning blind spots for small-business owners and side hustlers
The role of umbrella insurance, LLCs, and business agreements in protecting your assets
Why digital accounts, passwords, and two-factor authentication are now part of estate planning
What parents of newly minted 18-year-olds need to handle before college or adulthood begins

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RESOURCES MENTIONED ON THE SHOW

Allison's EconoMe Talk (2026) -Coming soon-

ALH Law Group

See Us Mob Podcast

ALH Law Group Youtube

Free Estate Planning Guides, Infographics and More (no email required)

Safe Sendoff (Legal Planning for Young Adults)

⏰ Related Episodes

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📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.