Update Your Will Before You Chill

🎙️ 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

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