Tag Archives: Will

Stop Procrastinating Your Estate Planning (Ep. 39)



Regardless of your age or assets, there are some things that you should be aware of when it comes to estate planning.

In this episode, Kris Dureau answers many of your estate planning questions. Along with some real-life experiences, Kris helps you understand how important it is to have your will in place and how you can get it done with the help of a few other documents.

Kris discusses:

  • How often you should be reviewing your will
  • Accompanying documents you should have along with your will
  • What accounts you can name beneficiaries on
  • Rules with common-law marriages
  • And more!

Resources:

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Episode 23 – Spring Clean Your Finances With These 6 Steps



With spring upon us, now is the perfect time to do some financial closet-cleaning.

Are you ready to get started?

Join Kris Dureau in this episode as he guides you through your financial spring cleaning with six simple steps that will help you get your finances organized and ready for the coming seasons.

In this episode, you will learn:

  • The benefits of a financial filing system 
  • Why you should always review your investments and rebalance your portfolio
  • Which insurance policies you should be checking on
  • How to verify your credit score 
  • And more!

Listen in and start sprucing up your financial picture today!  

Resources:  Three Hats Financial  | Kris Dureau | Resources: Cashflow Spreadsheet | Equifax | TransUnion