Keeping Your Family Intact Starts with Taking Control of Your Estate
One of the most natural instincts we have is to protect the people we love. We want our family to stay together, stay supported, and stay strong—especially during times of challenge or transition. That’s why Module Six in our journey is all about Taking Control of Your Finances and Assets—what we’ll now call your estate.
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Now, when most people hear the word estate, it sounds lofty—like it belongs to people with yachts and private planes. One of my students once told me, “When I first heard the word ‘estate,’ I thought about the Disney family, the Fords, or some big Hollywood legacy.” And I get it—most of us don’t think about ourselves in that way.
But here’s the truth: if you own anything at all—a car, a home, a savings account, even sentimental heirlooms—you already have an estate.
Your estate is simply everything you’ve worked hard to build and hold onto: your financial accounts, your property, your personal possessions. Whether your last name is Jones, Smith, Morales, Miller, or Nichols—if you have assets, you have an estate. And you deserve a plan that protects it.
Why is this so important?
Because without a plan, the things you’ve built can become the very things that tear your family apart. Lack of clarity, confusion, and legal conflict can create unnecessary pain. But when you take time now to organize, to make decisions, and to communicate your wishes clearly, you’re doing something powerful: you’re keeping your family intact—emotionally, legally, and financially.
This module is about helping you:
- Take control of your finances and assets today
- Maintain control as your life evolves
- And eventually, transition that control with grace, dignity, and clarity—so your legacy lives on and your family is protected
You don’t need to be a millionaire to need an estate plan. You just need to be someone who loves their family and wants to make life easier for them—especially during difficult times.
Let’s rewrite the story of what an estate is and who it’s for. Because your legacy matters. And the people you love most deserve the peace of mind that comes with planning ahead.
For more Healthy Money Tips:
- Listen to our PodCast “Money 911“
- Subscribe on YouTube
- Sign up for a Free Financial Fitness Strategy Session
- Visit our website Healthy Money Happy Life
Email Kris@HealthyMoneyHappyLIfe.com
Phone (951) 926-4158
Kris Miller, LDA has 30+ years of experience assisting others to grow & protect their wealth. She’s helped more than 6,000 families avoid financial disaster by strategically planning for their futures. Not one person has lost a single dime on her watch. Her clients learn how to change their families’ financial realities and create incomes they will never outlive
