The Art of Equitable Estate Distribution with Estate Organizer Meg Connell Artwork

Financial Finesse

Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

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Financial Finesse

The Art of Equitable Estate Distribution with Estate Organizer Meg Connell

November 08, 2023 • Cathy Curtis, CFP • Season 5 • Episode 6

In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.

[03:33] Meg's journey into estate organization.
[08:59] Practical strategies for estate distribution.
[13:43] Exploring the human side of estate organization.
[18:38] The role of estate planning in estate organization.
[31:22] Meg’s team-based approach at The Organized One.
[54:08] How single women can prepare their estates to streamline the process for their heirs.

For more information and resources related to this episode, please visit the show notes.