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
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.
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.
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.
Estate Planning for Unmarried Couples
Longtime couples that aren't married need to take into account different estate planning strategies than married couples.
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.
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.
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.