On this episode of Wine and Dime, Becky Eason joins us once again. This time to talk about estate planning for new parents. As a soon to be new parent, Becky shares some insights into the topic and some things she learned along the way.

In this episode you will learn:

• Documents to put in place and keep family involved
• "What-if" talks you should have
• Finding a safe place to plan

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If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

• Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!

This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help.

Visit www.rootedpg.com to learn more.