Episode 160: Estate Planning
In the episode. Coach Danni D and Whitney Knox Lee discuss the importance of estate planning and financial preparation. Whitney, an attorney specializing in estate planning, emphasizes the need for Black and Brown families to plan their estates to protect and grow their wealth. She highlights the racial wealth gap, noting that in Atlanta, Black families have 46 times less wealth than white families. Whitney advises on the necessity of having clear beneficiaries, up-to-date documents, and considering the financial capabilities of those managing your estate. She also stresses the importance of entrepreneurs investing in business and estate planning consultations to ensure long-term success and protection for their families. Wills for the People, which serves residents of Georgia, and their podcast, Impostrix Podcast, which focuses on validating professionals of color navigating imposter experiences and racial toxicity. The podcast, which started in March 2025, is dedicated to pouring into Black women. Danielle Detiege expresses her admiration for the podcast and its unique exploration of the Black woman experience, emphasizing the need for safe spaces. She invites Whitney to return to the podcast and highlights the importance of estate planning, urging listeners to plan for the future to ease the burden on their families during grieving.
Topics Covered:
- Introduction and Guest Welcome
- Whitney's Entrepreneurial Journey
- The Importance of Estate Planning
- Practical Tips for Estate Planning
- Challenges and Misconceptions in Estate Planning
- The Role of Business Attorneys for Entrepreneurs
- The Importance of Proper Pricing
- Practical Steps for Estate Planning
- Emphasis on Self-Care and Community Support
- Gratitude and Future Collaboration
- Encouragement to Listeners and Final Thoughts
Keywords:
work-life balance, estate planning, financial security, racial wealth equity, business protection, legal documents, financial decisions, entrepreneurial journey, business insurance, life insurance, business attorney, legacy planning, financial planning, asset management, business growth, estate planning, wills for the people, Impostrix podcast, black women, safe spaces, imposter syndrome, professional validation, racial toxicity, podcast season, community support, workbook, planning vacation, family grieving, assets protection, podcast host
About Guests:
Whitney Knox Lee is the Founding Attorney of Wills for The People LLC, an estate planning legal practice in Atlanta, GA. Her practice aims to advance racial wealth equity in Georgia to grow and protect economic, political, and social capital for Black and Brown families. Whitney does this through providing free educational seminars and events on getting our affairs in order, and providing culturally relevant and individualized service. Additionally, Whitney is a race equity consultant, transformative mediator, and host of the award-winning Impostrix Podcast. Through her consultancy, Whitney provides tools and education to help individuals and organizations build more inclusive environments at work where all people can thrive.
Whitney’s show, Impostrix Podcast, supports professionals of color in overcoming imposter experiences and racial toxicity in their career. The show won Best Business Podcast of 2024 by the Black Podcasting Awards, and Best Society/Education Independent Podcast of 2024 by the Ear Worthy Independent Podcasting Awards. The show recently signed to ALIVE Podcast Network and airs in multiple radio markets throughout the United States.
Get your copy of the “I Planned For This” Workbook. https://www.willsforthepeoplega.com/products
About Coach Danni D:
Capable Confident Challenge: www.capableandconfident.com
Calendar Detox Challenge: www.calendardetox.com
WorkFlow Facebook Community: https://www.facebook.com/groups/544659645688622
My Success Journal: https://a.co/d/jjzLH0t
Merch: graphicteesbycoachdannid.com
YouTube Playlist: https://www.youtube.com/playlist?list=PLEdKZ7A6czWMxUtrP9lnfoQi0LHMsLZTL
Coach Danni D (Danielle Detiege) is a Work with Ease Coach helping Women Business Owners and professionals discover their personal success stories and align their life and business goals to reach their version of success. Stay in touch with Coach Danni D by following her @yourworkflow on Instagram or at www.coachdannid.com
Want to work together, Book a Call, and let's get started. bit.ly/WFBookACall
