In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge...
Does a Will avoid probate? Will the state take my assets if I die without a Will? Should I name my eldest child executor of my estate? These questions are answered in this episode while we bust the common myths of estate planning. Subscribe to the podcast and listen...
Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is needed in your estate plan, and how it works with a Revocable Trust. Links and Resources Should I Have a Will or a Trust? What is...
Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your revocable trust. This episode address how to pass those assets to your loved ones while still avoiding the probate process. I...
Creating your Revocable Trust is the first step to protecting you and your family; however, in order to have the benefits the Revocable Trust offers, the trust creator (Trustor, Grantor, Settler) has the homework of titling their assets in the name of the newly...
![[Episode 13] 7 Common Mistakes to Avoid When Creating Your Estate Plan](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/01/Episode13_hand-filling-document-closeup-1080x675.jpeg)
![[Episode 12] Fact or Fiction? Common Myths of Estate Planning](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/11/CL_Podcast-12-EP-Myths-1080x675.jpeg)
![[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/10/Caress_pouroverwill-1080x675.jpeg)
![[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/082322_AssetsNotOwned-1080x675.jpeg)
![[Episode 9] I Created a Revocable Trust…Now What?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/080322-WhatNow-1080x675.jpeg)
