Estate Planning Basics Inspired by the Music of Aretha Franklin

Life Goes on Roadmap 5 Comments

When Aretha Franklin — the Queen of Soul — died without a will, she joined a long line of entertainers who also died without leaving a clear path to divide their worldly goods.

Other entertainers who passed away without a will include Prince, Michael Jackson, Amy Winehouse, Bob Marley, Jimi Hendrix, Sonny Bono and Kurt Cobain.

Perhaps the most notorious case of an entertainer who died without a will is James Brown. It’s been 11 years since he died and not a penny of his estate has been distributed yet. There is no end in sight to the chaos of his estate.

With Aretha’s passing in mind, here are smart tips for estate planning to ponder that are inspired by among her top song titles and performances.

  • A recent study shows that over 60% of American adults don’t have a will. Show a little ‘RESPECT’ to your heirs and get organized now. Think of your estate documents like ‘A Bridge Over Troubled Water’ to help those who survive you to get through the tough times and move on.
  • Recognize that ‘A Change Is Gonna Come.’ Even though we don’t like to think about the end of life, it’s going to happen. Rather than just ‘Day Dreaming’ about creating estate documents for your heirs, get started by finding a good estate attorney. Ask friends for referrals or look at the State Bar Association website for a list of estate planning attorneys. Consider engaging a tax adviser for complicated estates.
  • Take inventory of your assets. Then ‘Think’ about what you want to have happen with assets accumulated over time. Sit down with an estate attorney to make sure wishes are put down on paper in a legally binding way.
  • Once you are gone, you want your wishes to be ‘Rock Steady.’ It’s too easy for your assets to be mishandled by a ‘Chain of Fools.’
  • Everyone needs four estate planning documents: a will, durable power of attorney, medical power of attorney and medical directive. These documents are your ‘Freeway of Love.’
  • As you think about who you want to inherit your property, be ‘Willing to Forgive.’  Many times clients regret the passing of a relative. Be forgiving of family issues before it’s too late.
  • Finally wills and estate documents are not just for the rich. They are for ‘Everyday People’ including young adults — especially if there are children involved.

Once you’ve committed to creating an estate plan, it ‘Won’t Be Long’ before you have it all together for your heirs.  That’s a more complete option than just ‘Saying a Little Prayer for You’ and hoping for the best.

Keep in mind that estate plans may need to be adjusted over time as circumstances change.

As Aretha sang, these are ‘Ever Changing Times’ and your estate documents need to keep up.

Steve Juetten is a CERTIFIED FINANCIAL PLANNER™ Professional and the Co-Founder of Life Goes on Roadmap™.   

This is  system for personal financial information organization that gives couples power, access, and control over their most important financial documents and accounts so either party can drive life forward, no matter what life serves up next.  Learn more at this link.

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Life Goes on Roadmap™ is taking off after a moment of inspiration in the airport!

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It’s crazy how ideas come to us and what can happen in a short period of time when you believe in what you are doing and take inspired action every day.

For Christmas 2017, I asked my husband to help me get on the same page with him regarding our personal financial information. It was a blind spot for me, and I wanted to feel empowered to look after him or drive my own life forward if life served up a bump in the road.

We got our act together, and the process was so profound for both of us. Not long after, it occurred to me that couples everywhere could benefit from the same important conversation. My mind was racing about how to serve families across the nation who could benefit.

On January 11, 2018 while Steve and I were waiting to board a flight from Orange County, CA to Seattle, WA , I started scribbling potential domain names we could buy to give this new idea a place to live online. Life Goes on Roadmap dot com came to mind.  I had a gut feeling we were onto something.

Since then, Steve and I have been on purpose and on fire with action to bring our product to market.

  • We’ve used Facebook Advertising to create thousands of opt in subscribers to benefit from our free gift and get inspired to get their acts together.
  • We’ve sought out and welcomed a fair amount of good press for our offering.
  • We are super easy to find in a Google search.

  • We’ve served scores and scores of happy clients who are singing our praises to their friends.
  • We’ve welcomed new licensees to our system who are now excited to use it as a benefit for their financial planning clients.
  • We’ve consistently been ‘sending out ships’ every day to have new conversations that can lead to new and exciting outcomes.
  • As a result, we’ve earned the endorsement of Garrett Planning Network Founder Sheryl Garrett for our product.
  • We have dozens of conversations in play with estate planning attorneys, financial institutions, podcast hosts, and others to explore how our product can serve, how our story can inspire, and so much more.
  • It’s been such a thrilling ride to land on an idea, practice singular focus to bring it to market, and the bend and sway as we’ve traveled to learn from our efforts, course correct as necessary, and keep driving forward to bring about results that are worthy of celebration.

We know we’ve only just begun to make our best impact.

This all started when I got present to something very important and personal to me. The more people I’ve talked to about it, the more convinced I am that Life Goes on Roadmap™ can fill a need for millions of families who need to get on the same page with regard to having power, access and control over the important documents and accounts that hold the bounty of our lives.

It’s crazy how ideas come to us and what can happen in a short period of time when you believe in what you are doing and take inspired action every day. I can’t wait to see what happens next!

 

 

 

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Life Goes on Roadmap Co-Founders Announce Licensing Opportunity for Financial Advisers to Support Clients in Gaining Power, Access and Control Over Crucial Accounts

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The co-founders of Life Goes on Roadmap™ today announce that their system for personal financial information organization is available for licensing by financial advisers who seek to support their clients in getting their financial information and documents organized to give power, access and control for those moments in life when the moments matter most of all.

Early Adopter Pricing is in place through August 31, 2018.  More details can be found at www.bit.ly/deeperservice.

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FOR IMMEDIATE RELEASE

(Bellevue, WA – August 7, 2018) — Last week in Denver, Colorado, the Life Goes on Roadmap™ system for personal financial information organization made its debut before just shy of 100 fee-only CERTIFIED FINANCIAL PLANNER™ Professionals at the annual professional development retreat for the Garrett Planning Network to welcome new licensees, rave reviews and strong interest.

Created by CFP Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap is a proven, practical, engaging system for personal financial information organization that financial advisers can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service.

The need to create this product came to light in late 2017 when Nancy asked her husband Steve to get her up to speed about all their passwords, account information, and other crucial documents and information so she would be empowered to drive life forward if something should happen to him.

When they completed that assignment on a rainy day in Bellevue, WA, they realized that families everywhere could benefit from the same system. They decided to first reach out to fee-only financial advisers in efforts to potentially reach the greatest number of families in the least amount of time.

Nancy explains, “Financial advisers guide their clients to save for retirement, manage their investments, mitigate their risks, and support them in making wise choices for the future.

However, many stop short when it comes to making sure their clients have power, access, and control over their most crucial financial information and documents for those moments when life takes a turn for the worse.

Life Goes on Roadmap™ bridges that gap to serve clients more completely.  We’ve also ‘gamified’ the process so this can be an epic journey of discovery instead of an administrative task that they keep delaying until another day, often to their detriment.”

Many a financial adviser has been challenged when clients share that their partner is ill and has a short runway to prepare for what’s coming next.

Applying time and effort to create a system to support clients in getting their practical paperwork and documents organized and in the right places may have been on the to-do list for way too long.

Friends and family members whose lives are touched by the urgent situations like these may be triggered to get their own acts together before life happens to them — while they are in the prime of their lives and looking forward to epic adventures still to come.

The Life Goes on Roadmap™ system for personal financial information organization meets this need in an engaging way that ignites powerful conversations as couples course correct to make sure both parties are on equal footing when it comes to having power, access, and control over their most important accounts.

Combining Nancy’s marketing and communications talents with Steve’s financial planning expertise to create this system has proven to be effective.

Thousands of couples have downloaded their 5 Blind Spots for Couples That Stop Financial Empowerment and How to Course Correct for a Smoother Journey special report.

Scores of special report subscribers have become clients of the Life Goes on Roadmap system in a short period of time.

With the endorsement of Sheryl Garrett, founder of Garrett Planning Network, and the raves of clients across the country who sing the praises of Life Goes on Roadmap™, the Juettens welcome conversations with financial advisers who want to brand this system as their own to serve their own clients in this powerful, engaging way.

An educational video that explains the licensing opportunity can be found at www.bit.ly/deeperservice.
Early Adopter Pricing is valid through August 31, 2018.

About Life Goes on Roadmap™

Created by CFP Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap is a proven, practical, engaging system for personal financial information organization that financial advisers can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service.

The product is also available for purchase on an a la carte basis at this link.

Nancy Juetten says, “Life Goes on Roadmap™ is a great gift that shifts conversations from drama, trauma, and chaos to calm, ease, and peace of mind for those moments in life when the moments matter most of all.”

 

 

 

 

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