• Is Your House in Order? – Adam Zuckerman

  • Aug 5 2024
  • Duración: 18 m
  • Podcast

Is Your House in Order? – Adam Zuckerman

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  • Do you have your affairs in order? There's a lot to consider with something that is often put off: End-of-Life Planning. Attorney Adam Zuckerman, founder of Buried in Work, a website with resources to simplify estate planning and end-of life planning tasks. Adam joins us to discuss the steps you should take, the differences between wills and trusts, how assets are distributed and more. Adam Zuckerman joins us from Maryland. ______________________ Bio Adam Zuckerman is an experienced attorney and the founder of Buried in Work. His platform focuses on making estate planning accessible and comprehensive for everyone. Adam’s personal experiences and professional expertise make him a visionary in transforming how we think about securing our legacies. Formerly, he was Director, Ventures & Innovation at Discovery, Inc. His role was often described as the company’s global intrapreneur and futurist,responsible for identifying new technologies for implementation, investing in startups, and serving as the primary contact for startups. Adam earned his BA in Political Science, and his JD, and MBA from Washington, University in St. Louis. _____________________ For More on Adam Zuckerman Website - Buried in Work.com _____________________ Podcast Episodes You May Like Living Like You Mean It – Jodi Wellman Ride or Die – Jarie Bolander On My Way Back to You – Sarah Cart ____________________ Mentioned in This Episode In Memoriam - Bob Newhart _____________________ Wise Quotes On Estate Planning "Using the legal background and my business background, I was executor. My Mom's still around. I hopped in and started taking very diligent notes of everything that I was doing to transition the estate. When I met with my Mom's financial planner to show her everything I had done and I was literally, this is the reason why I called this company Buried in Work. This is the form that I filled out. She said it was the most comprehensive transition she's ever seen in her life and I had to give it away. We created a website. We thought it would just be a small site that had a few tips and tricks to help people in a similar situation. What we found was very surprising. In under a week, we had over 10,000 visits to the website and since then it has turned into an online repository for do-it-yourselfers and for people that are seeking guided approach and help for end of life products, for estate tips, for simplification of that entire process. Buried in Work came out of an experience and is helping a lot of people. Most people think that having a will or having a trust is estate planning, and that is a very comprehensive component to it. It's a foundational component to it, but the reality is, it is so much more than that. Comprehensive estate planning really means that you have to have your family members, your heirs, your loved ones in a position to step in, in the event that you are incapacitated. It leads up to everything. They have to have advanced directives in place to know where they are, because the reality is that after you pass away, the estate takes on average in America 570 hours to administer, and that's a lot of time that most people don't have. So what comprehensive estate planning really means is positioning everyone to have the information and the resources they need, so when things do get tough and complicated, they aren't figuring things out for the first time." On Getting Organized "Our recommendation is first of all, get organized. Figure out what you want to do. Get all your documents in place because that is an important step in the process. In step three, you have to tell those individuals who are going to be impacted and the key people in your life. Because if you have these documents in place and they don't know where to go and look, then it's as if they don't exist at all. " _______________________ About Retirement Wisdom I help people who are retiring,
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