Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
In this powerful and eye-opening episode, we’re diving into one of the most avoided — yet absolutely essential — conversations in personal finance: estate planning. Host [Your Name] sits down with Alexandra Sepulveda, Head of Legal at Trust & Will, to break down the myths, cultural taboos, and emotional barriers that often keep us from preparing for the inevitable.
Alexandra shares her deeply personal journey that began after a close brush with tragedy in her own family — and how that experience ignited her passion for helping others protect their legacy. Together, they discuss how to start the conversation with loved ones, why estate planning isn’t just for the wealthy, and how digital tools like Trust & Will are breaking down barriers to make legacy planning more accessible than ever.
From defining what an “estate” really is (hint: it’s everything you own!) to understanding the difference between a will and a trust, this episode is your crash course in protecting your hard-earned assets and ensuring your loved ones are cared for — without the financial chaos.
💬 In This Episode, You’ll Learn:
[00:03:25] Why talking about death and money doesn’t have to be scary — it’s an act of love 💛
[00:08:10] How Alejandra’s family story inspired her mission to make estate planning accessible
[00:15:20] The difference between a will and a trust (and why you might need both)
[00:22:45] When to create or update your estate plan (hint: it’s sooner than you think!)
✨ Key Takeaways:
🛠️ Resources Mentioned:
💌 Let’s Keep the Conversation Going:
DM us or tag @YoQuieroDineroPodcast to share your estate planning journey! Your story could inspire someone else to take action.
Hosted on Acast. See acast.com/privacy for more information.