Ahoy, estate planning enthusiasts! In this episode of Sips and Tips with Lindsay, we set sail into the world of trusts with a pirate-themed crash course on funding your estate plan. Lindsay breaks down the essentials of creating and "filling" your pirate chest, with treasures like property, bank accounts, vehicles, and even crypto. Learn why funding your trust is crucial to avoid leaving an empty chest for your loved ones and discover actionable steps to transfer your assets into this secure entity.

Wine Talk:
2019
Rancho Victoria
La Donza-Blend
Amador County, CA

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

Divorce is tough, but forgetting to update your estate plan afterward? That’s a disaster waiting to happen. In this episode, Lindsay dives into the critical steps you need to take to protect your assets, ensure your intentions are honored, and avoid your ex ending up on your yacht with their new pool boy. From untangling beneficiary designations to updating guardianship nominations for your kids, Lindsay walks you through the must-dos post-divorce. Grab a glass of your favourite wine and tune in for practical tips, a dash of humor, and the real talk you didn’t know you needed.

Wine Talk:
2013
Cantiga Wineworks
Chardonnay
Sierra Foothills, CA

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

In this episode, Lindsay shares highlights from her recent adventures in Peru and the Galápagos Islands, along with practical travel tips to make your trips lighter, more affordable, and stress-free. She also reflects on the importance of cultural immersion, mini-retirements, and having an estate plan before embarking on your next journey. Tune in for a mix of wanderlust inspiration and practical advice!

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

-
-
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE