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Episode 20 - 15 Tips to a Strong Second Half

Host: Sidney Wheelan

Sponsored by: The Wheelan Law Firm, LLC of Moberly, Missouri

Welcome back to Law Days and Lattes!

This episode is your mid-year reminder to take charge and make the most of the remaining six months. Host Sidney Wheelan shares 15 actionable tips to strengthen your finances, healthcare, and legal matters.

Here are some key takeaways:

Estate Planning: Update your existing plan or create a new one. A simple will might not be enough. Consider a Revocable Trust for more flexibility.
Important Documents: Ensure your healthcare power of attorney and other crucial documents are accessible to loved ones.
Family Communication: Talk to your parents about their aging care needs and discuss your business plans with your family.
Financial Planning: Review your retirement plan, life insurance beneficiaries, and update your insurance coverage (health, car, home).
Car Insurance: Make sure you have underinsured motorist coverage and medical payment coverage (Med Pay).

Bonus Tip: Take care of yourself! You can't be successful if you're not healthy.

Call to action:

If you have questions, contact The Wheelan Law Firm, LLC.
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WheelanLaw.com

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law. This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship. The choice of a lawyer is an important decision and should not be based solely upon advertisements.

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