Ep 215: Estate Planning with Shakisha Morgan
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I’d like to welcome our newest sponsor, 1Thrive.com. Start the New Year off Organized with these stylish & customized command centers. Visit 1Thrive.com to check out the entire collection. Make sure to enter promo code SB10 at checkout to receive 10% off of your entire order!
If you enjoyed last week’s episode with money expert, Rachel Cruze, then you are going to love today’s guest! Joining me is advocate, activist, and attorney, Shakisha A. Morgan, Esq.(yes, she has an esq after her name!) With over a decade of legal experience, Shakisha is currently the Maryland Practice lead for The Griffin Firm, PLLC, an estate planning, probate, and business succession planning firm with offices in Maryland, DC, and Virginia.
Shakisha uses her knowledge and expertise to empower communities by helping individuals, families, and business owners create, protect, and transfer wealth through estate planning.
The daughter of Jamican immigrants, Shakisha is a graduate of Stanford University and Georgetown Law, and has been featured at conferences, podcasts, workshops, and continuing legal education seminars on estate planning, probate, and wealth building. She is also a wife and mother of an almost 1 year old daughter.
I always say that there is more to living an organized life than bins and baskets.
Estate Planning is a core component of the organization process that often gets overlooked. I invited Shakisha on the show to share some insight on what we need to know when it comes to planning for our future.
During our conversation we talked about
- What exactly is estate planning?
- Who needs an estate planning attorney?
- Some of the most common questions people have about the estate planning process
- What happens if you don’t have provisions in place?
- At what age should you get a will? Get life insurance? Begin building wealth?
- How often we should review and update our estate plans
Shakisha took a topic that can be incredibly overwhelming, and made it digestible and actionable!
I learned so much for our conversation, and hope you do too.
I encourage you to share this episode with your kids, parents or friends. It’s a great way to break the ice on an important topic. Make sure to check out the links below for more information on connecting with Shakisha or how to sign up for a FREE, monthly estate planning webinar.
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P.S. Don’t forget to check out 1Thrive.com who is committed to make organizing simple, fun and stylish. Enter code SB10 to receive 10% off your entire order!
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Connect with Shakisha
WEBSITE | INSTAGRAM | FACEBOOK
Links Mentioned in this Episode
THE TIME KEEPER | PRESENT OVER PERFECT | MARY & MARTHA PODCAST
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