Celebrating role models and the importance of estate planning

Julien and Kiersten Saunders are rich & REGULAR and in episode 2 of Money on the Table, they meetup at one of Houston’s best restaurants; Lucille’s. There, they talk about the importance of role models, and why having a will and/or trust is so critical to protecting wealth.

Full show notes here: https://richandregular.com/money-on-the-table-season-2-episode-2/

Recent studies have shown that over 40% of Americans and nearly 70% of the African American population don’t have a will or estate plan. This leaves a significant percentage of the population at risk of eroding wealth and further exacerbating the racial wealth gap. We talk about this and more with our guests Lynnette Khalfani-Cox, Earl Cox, Reshawn Lee and Rob Lee. As older couples, they’re excellent role models for financial success, healthy marriages and protecting family wealth.

Read about our experience creating an estate plan with Trust & Will: https://richandregular.com/our-estate-planning-experience-with-trust-will/

If you’re interested in getting a will and/or trust done, look no further than Trust & Will. The process is secure and can be completed in under ten minutes. To save 15% off your estate plan, visit https://richandregular.com/trustandwill and use code RICHREGULAR at checkout.

For more details on this episode, information about the topics discussed or the Money on the Table series visit www.richandregular.com. And if you like what you see, please SUBSCRIBE to the rich & REGULAR YouTube page and check us out on other social media platforms

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