Estate Planning Is an Act of Love with Tamara Marshall | Ep 24 cover art

Estate Planning Is an Act of Love with Tamara Marshall | Ep 24

Estate Planning Is an Act of Love with Tamara Marshall | Ep 24

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 Episode Description Estate planning isn't about fear — it's about caring for the people you love, even when you can't be there. In this episode of Real Money, Real Life™, Linda Grizely sits down with estate planning attorney Tamara Marshall to talk about why estate planning is less about legal checklists and more about protecting your people, your property, and your peace of mind. Tamara shares why so many people delay estate planning, common misconceptions around wills and trusts, and how thoughtful planning can prevent conflict, confusion, and unnecessary stress for loved ones. They also discuss how estate planning evolves across different stages of life — from young adults heading to college to families with children to later-life planning. This episode is an educational resource for anyone who wants to approach estate planning as an act of love, clarity, and responsibility — not something driven by fear or avoidance. We Talk About Why estate planning is about love and peace of mind, not just legal documentsCommon misconceptions about wills, trusts, and probateThe difference between estate planning and elder planningWhy having a will alone doesn't always avoid probateHow trusts work and why funding a trust mattersThe role of powers of attorney at different stages of lifeHow clear instructions can prevent family conflictWhy estate planning should be revisited as life circumstances change About Tamara Marshall Tamara is a compassionate and experienced attorney whose professional goal is to provide solutions for her clients, not anxiety. Tamara helps individuals and families protect what matters most—their people, property, and peace of mind. Whether you're planning your own legacy, assisting aging parents, or preparing a young adult for independence, Tamara makes estate planning simple, clear, and tailored to your needs. Connect with Tamara Website: https://kelleherholland.com/attorney/marshall-tamara-a/ LinkedIn: https://www.linkedin.com/in/tamara-marshall-06bb4329 About Linda Grizely Linda Grizely, CFP®, is a personal finance expert and financial wellness speaker who helps people build confidence and clarity with their money. She is the creator of the MeMoney™ Method, a mindset-first approach that helps people feel more in control of their financial decisions — without judgment or lecture. Linda focuses on blending the numbers and tactics (real money) with the human side of money (real life), helping individuals and organizations replace overwhelm with empowerment through practical, emotionally grounded financial education. She is the host of the podcast Real Money, Real Life™. Connect with Linda Website: https://www.LindaGriz.com Instagram: https://www.instagram.com/lindagrizely Facebook: https://www.facebook.com/thelindagrizely LinkedIn: https://www.linkedin.com/in/linda-grizely YouTube: https://www.youtube.com/@LindaGrizely TikTok: https://www.tiktok.com/@lindagrizely X (Twitter): https://twitter.com/LindaGrizely Resources / Freebies What's Your Money Personality Quiz: https://bit.ly/MonPersQuiz What's Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz Join Linda's Free Community: A space for real talk, fresh starts, and women who are done putting themselves last. https://bit.ly/RealMoneyRealLifeCommunity Useful Personal Finance Checklists and Flowcharts: www.lindagriz.com/resources Tamara Marshall offers a 30-minute consultation after completing a personal information questionnaire.
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