Geobreeze Travel Estate Planning: Protecting Your Points with Ciara Lister Esq of Legado | Ep 156
(Disclaimer: Click 'more' to see ad disclosure) Hey there, points people! Today, I’m talking with Ciara Lister Esq of Legado. Legado was founded in 2023 by Ciara and Noelle who wanted to make planning for the end easier and less taboo. Ciara is an experienced legal professional in estate planning (having created about 2,000 plans). And Noelle brings experience in tech and marketing. In this episode, we discuss what happens to your points if you die. We cover general estate planning and the different ways to ensure your assets are distributed according to your wishes after you pass away. Ciara also explains the differences between a will, a trust, and probate court, and the importance of planning ahead to avoid leaving your assets up to the unknown. If you’re looking for an easy go-to card for miscellaneous expenses, consider the Capital One Venture Rewards credit card, which earns a flat 2x everywhere, and these points can be used with a variety of different transfer partners. Remember, if you decide to apply for the Capital One Venture Rewards credit card or any other card, never apply directly through Google – always use a friend or creator’s referral link. If you are interested in supporting this show when you apply for your next card, check out geobreezetravel.com/cards and if you’re not sure what card is right for you, I offer free credit card consultations at geobreezetravel.com/consultations ! And we have the links to the Capital One Venture Rewards credit card and the free consultation form for you in the show notes as well. And now, on with the show! ➤ Sign-up and subscribe to Thrifty Traveler for more epic flight deals (Code: GEO10) ➤ Check out the Capital One Venture Rewards Credit Card HERE! ➤ Waitlist for The Points Accelerator: https://www.geobreezetravel.com/waitlist
Timestamps:
(00:00) - Introduction
(03:31) - Wills, Trusts, and Probate
(08:49) - Protecting Online Accounts
(11:10) - Safeguarding Points in Trust
(15:38) - Using Points Wisely
(19:19) - Retirement and Estate Planning
(22:20) - Trusts for Asset Protection
(26:31) - Point Redemptions and More
== ➤ You can find Ciara on Instagram ➤ You can find Julia through her Free Course (includes hotel upgrade email template) | Instagram | Credit Card Links | Patreon | YouTube
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