92 episodes

Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common Estate Planning questions.

Estate Planning Weekly Donald Rolfe

    • Business
    • 4.7 • 3 Ratings

Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common Estate Planning questions.

    Being Prepared Is More Important Today

    Being Prepared Is More Important Today

    Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered. 

    Personally, I'll be much better prepared in the event something like this happens in the future. Preparation for a pandemic is one thing, but being prepared for a closer to home problem is important too.

    That is what estate planning is all about...being prepared for the unexpected and the inevitable.

    https://www.myestateplanmeeting.com

    • 5 min
    Three Estate Planning Mistakes To Avoid

    Three Estate Planning Mistakes To Avoid

    1. Not doing any estate planning.

    2. Only planning for end of life.

    3. Leaving decisions for splitting assets to someone else.

    https://www.myestateplanmeeting.com

    • 5 min
    Estate Planning & TP | Bonus Episode

    Estate Planning & TP | Bonus Episode

    With the run on TP, I got to thinking about how unprepared most people were for a lockdown.

    Having the essentials on hand is very important...from TP to your Estate Plan.

    https://www.myestateplanmeeting.com

    • 8 min
    Estate Planning for Unmarried Couples

    Estate Planning for Unmarried Couples

    Longtime couples that aren't married need to take into account different estate planning strategies than married couples.

    https://www.myestateplanmeeting.com

    • 4 min
    Best Meaning Plans Didn’t Work

    Best Meaning Plans Didn’t Work

    Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems.

    This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate.

    https://www.myestateplanmeeting.com

    • 5 min
    4 Facts That Lead Me To Recommending Trusts Over Wills

    4 Facts That Lead Me To Recommending Trusts Over Wills

    When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit.

    https://www.myestateplanmeeting.com

    • 5 min

Customer Reviews

4.7 out of 5
3 Ratings

3 Ratings

thesoulofwit ,

Informative and interesting

These are the perfect little snippets of essential info - thank you so much for making this podcast! Great information and discussion + host has a great personality.

Top Podcasts In Business

Listeners Also Subscribed To