Jenna

Estate Planning Made Simple and How to Handle Family Loans

In this episode of NerdWallet's Smart Money Podcast, Sean and Elizabeth discuss the importance of estate planning, explaining how creating a will and trust can help protect your assets and loved ones, and they also explore the nuances of informal lending between friends and family. The hosts provide practical advice on starting an estate plan, reviewing beneficiaries, and navigating family loans, emphasizing that these financial decisions are ultimately acts of love and care.