Planning Beyond Life: A Financial Workbook for Loved Ones
Monika Halan's new book helps individuals plan for their financial legacy
Financial PlanningInheritanceLegacyMonika HalanPersonal FinanceReal EstateMay 30, 2024
No one plans on dying, but untimely death is a harsh reality that can cause immense problems for surviving family members. The loss of the family's financial manager can lead to struggles in finding essential documents, financial records, passwords, and investment details. Halan's workbook aims to solve this problem by providing a comprehensive guide to note down key aspects of one's financial life.
The book covers a wide range of aspects, including banking, insurance, real estate, stocks, taxes, and more. It also dedicates a few pages for individuals to record their OTT platform details, ensuring that their loved ones can access these services after they're gone.
Halan's 'Let's Talk Legacy' is a thoughtful and practical guide that helps individuals address the bleak nature of death and turn it into an act of love for their loved ones. It's an essential resource for financial planners, advisors, and individuals who want to ensure a smooth transition of their financial legacy.
Monika Halan is a well-known author and expert in the field of personal finance. Her previous books have been widely acclaimed for their simplicity and practicality. With 'Let's Talk Legacy', she aims to help individuals prepare for the unexpected and ensure a secure financial future for their loved ones.
Monika Halan is a renowned author and expert in personal finance. She has written several books on the topic, including 'Let's Talk Money' and 'Smart Investor'. Her work focuses on making personal finance accessible and easy to understand for individuals from all walks of life.
Frequently Asked Questions
What is the main focus of Monika Halan's book 'Let's Talk Legacy'?
The book helps individuals plan for their financial legacy after death covering aspects like banking insurance real estate and more
Why is it essential to plan for one's financial legacy?
Planning for one's financial legacy ensures a smooth transition of assets and resources to loved ones reducing the risk of financial struggles and conflicts
What aspects of financial life does the workbook cover?
The workbook covers a wide range of aspects including banking insurance real estate stocks taxes and more
Who can benefit from 'Let's Talk Legacy'?
The book is an essential resource for financial planners advisors and individuals who want to ensure a secure financial future for their loved ones
What makes 'Let's Talk Legacy' a unique and valuable resource?
The book is a thoughtful and practical guide that helps individuals address the bleak nature of death and turn it into an act of love for their loved ones
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