🎙️ Summer Estate Planning Essentials for Savvy Women
The beach isn't the only thing you should be checking out this summer! In this episode of Savvy Women Talk Money, Catherine Magaña and Rachel Ivanovich dive into the must-do estate planning moves every woman should tackle—before the next vacation, wedding, or family reunion.
They share real-life stories (including how a spontaneous vacation sparked a last-minute trust update), highlight crucial updates from the new "One Big Beautiful Bill Act" and walk through what documents really matter—like health directives, financial powers of attorney, and those tricky beneficiary designations.
This episode also explores the emotional side of legacy planning—how to preserve your family’s stories and heirlooms, avoid drama with “forgotten” assets, and why a well-placed Post-it note from grandma might mean more than gold.
💡 Whether you’re newly married, retired, or just starting to think about your legacy, this episode will inspire you to take action now—not when it’s too late.
📞 Call us for a complimentary strategy session at 760-692-5700. Let’s get your estate plan summer-ready.
Recorded 7/24/25
Disclosure:
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.
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