Preview Mode Links will not work in preview mode

Everything Estate Planning

Dec 24, 2025

#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning

𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you.
 
Many people call an attorney asking for “just a...


Dec 23, 2025

#501 | This Will be the Hardest Thing for Them and You

Most families never talk about what happens when independence is no longer an option, until they’re forced to.

And by then, the choices feel rushed, emotional, and overwhelming.

This episode breaks down one of the most overlooked parts of estate planning: where...


Dec 19, 2025

IT'S OUR 500TH EPISODE!!
Thank you for listening, liking, subscribing and sharing. We couldn't do this without you.

#500 | What Busy People Do When Life Gifts Them Time


🚨
𝗦𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗿𝗮𝗳𝗳𝗶𝗰? 𝗦𝗶𝘁𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮 𝘁𝗿𝗮𝗶𝗻?


Dec 18, 2025

#499 | For Most Beneficiaries, It's Hurry Up & Wait

𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀 — 𝗔𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮𝗻 𝗶𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝘄𝗼𝗻𝗱𝗲𝗿𝗶𝗻𝗴… “𝗪𝗵𝗮𝘁 𝗶𝘀...


Dec 17, 2025

#498 | Planning for People Who Love Their Pets

𝗣𝗲𝘁
𝗢𝘄𝗻𝗲𝗿𝘀. Listen Up!

Have you ever wondered what happens to your furry family members if something happens to you?

Most people don’t realize there’s a 𝘀𝗶𝗺𝗽𝗹𝗲, 𝗹𝗲𝗴𝗮𝗹𝗹𝘆