From The Retirement Nerds.
Most people know they should have an estate plan — yet millions never finish one. In this episode of The Retirement Nerds, I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan — and how to overcome them.
We talk through the most common barriers, including fear of cost, not knowing where to start, avoiding uncomfortable conversations, information overload, and the belief that you must immediately hire a lawyer. Jim explains why these concerns are so common and shares practical ways families can move forward with confidence.
If you’ve been putting off your estate plan, this conversation will help you understand what’s actually holding you back — and how to finally get it done.
How to Get A Hold of Jim:
Website: EasyLegalPlanning.com
Email: Service@EasyLegalPlanning.com
OTHER VIDEOS WITH JIM:
Check out our resources at https://TheRetirementNerds.com/
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Erik@TheRetirementNerds.com
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⏰ TIME CODES ⏰
0:00 Intro
1:00 Costs
4:48 Where to Start
9:38 Afraid to Have the Conversation
13:30 Good and Bad Information
19:13 I Don’t Want to Hire an Attorney
21:30 Where to Get Help
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#estateplan #estateplanning #willvstrust #theretirementnerds #socialsecurity
Disclaimer:
This is not legal advice. Consult with an estate planning expert for your specific needs.
