Proactive Planner

Michelle
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A practical podcast for people ready to take action to day to live a more worry free life. Avoid an accidental legacy and be a proactive planner today.

Episodes

  1. 05/17/2023

    Probate: The Hidden Gotchas and How to Avoid Them – PART TWO

    On this episode, Attorney Michelle Wilson will be sharing her knowledge and experience with the Probate process. In this episode you will learn:  How much does probate cost? Filing fees and attorney fees What is a replenishing retainer and how it works?  More about the probate process – tax IDs, help with beneficiaries, paying debts When an attorney stops working on a probate estate What do executors do? An executor’s job explained   Probate can be a tricky process, and there are plenty of hidden gotchas that can leave you overwhelmed or having to pay fees more than once. This is why Michelle encourages everyone needing to go through probate to seek the help of an Attorney.    For example, did you know that all it takes to object to a Petition to Probate is a No.2 pencil + a piece of paper + $2? That’s all it takes to make trouble.   Join Michelle and Jeff in Part Two of their discussion on the Probate Process where you will learn things you need to know about the hidden gotchas of probate and how to avoid them.    Be sure to Like, Comment, Share, and Subscribe! You can also get in touch with Michelle by calling her office at 770-205-7861 or by popping the Team an email at info@wilson-legal.com.

    21 min

  2. 05/17/2023

    Estate Planning can be ROMANTIC? Yep!

    Estate Planning can be ROMANTIC? Yep!   EARN brownie points with a spouse or partner by writing a list of things your partner/spouse deserves if you’re gone.     This week, Michelle sprinkles some Valentines Day spirit on the topic of Estate Planning. What?! How can you possibly romanticize kicking the bucket? Well, you can’t. But what you can do is start a loving conversation with your spouse about what they would need for their own wellbeing to deal with the loss of you.     Michelle and Jeff do a little role play of how this conversation might go. They talk about key topics to discuss with your spouse, refilling your energy tank, and ways to be, well…proactive!    By taking the time to be a little proactive, you can help the people you love to live the life that they deserve when you’re no longer around.   We hope that this podcast motivates you to write your own letter to your spouse about the life they deserve. After writing this letter, we hope that you seek out an estate planning attorney to help you create the planning documents that will help your spouse really enjoy the list of things you want them to enjoy if something happens to you.   Here’s the bottomline. You’re never too old to plan for what happens after you die, but you can be too late. Let’s make a plan (i.e., set aside some money for the things a spouse/partner enjoys as one idea) for what happens when you die so that you can show love to your spouse or partner even after you die – so you can love them longer.     Remember to Like, Comment, Share, and Subscribe! You can also get in touch with Michelle by calling her office at 770-205-7861 or by popping the Team an email at info@wilson-legal.com.    Want helpful downloadables that are available after every episode? Head on over to   wilson-legal.com!

    20 min

  3. 05/17/2023

    Probate: The Hidden Gotchas and How to Avoid Them – PART ONE

    Probate: The Hidden Gotchas and How to Avoid Them – PART ONE.    On this episode, Attorney Michelle Wilson will be sharing her knowledge and experience with the Probate process. In this episode you will learn:  - Who gets your stuff if you do nothing  - How long the Probate process takes now – post COVID.  - Who are heirs and why do they matter?  - The hearing about only a staple.  - Does my Probate Judge have a curfew?    Probate can be a tricky process, and there are plenty of hidden gotchas that can leave you overwhelmed or having to pay fees more than once. This is why Michelle encourages everyone needing to go through probate to seek the help of an Attorney.    For example, did you know that all it takes to object to a Petition to Probate is a No.2 pencil + a piece of paper + $2? That’s all it takes to make trouble.   Join Michelle and Jeff in Part One of their discussion on the Probate Process where you will learn things you need to know about the hidden gotchas of probate and how to avoid them. Download the Probate Process List that has the details on today’s topic by clicking HERE.    Be sure to Like, Comment, Share, and Subscribe! You can also get in touch with Michelle by calling her office at 770-205-7861 or by popping the Team an email at info@wilson-legal.com.

    26 min

  4. 01/20/2023

    What To Do and What Not To Do When Someone Dies - Proactive Planner

    What are the 3 things NOT TO DO and the 3 things TO DO when someone dies? Tune in to find out. You’ll also hear about what heirs are and how to figure out who your heirs are. The Proactive Planner Podcast is a podcast for people ready to take action today to live a more worry free life. Packed with practical tips anyone can use, this episode is perfect for those dealing with a recent loss of a loved one and wondering if they’ll need to face the probate process or wondering what to do first after a death. Subscribe and set your notifications to the ON position to stay connected. We love to see your likes, comments, and reviews as well. Michelle Wilson, a local estate planning and eldercare attorney from Cumming Georgia and owner of Wilson Legal, wants to connect with YOU. We hope to leave you in a better place than you were just 30 minutes ago. Contact Wilson Legal Michelle Wilson info@wilson-legal.com 770-821-6469

    31 min
  5. How Michelle Became An Attorney - The Origin Story Part 1 - Proactive Planner

    01/05/2023

    How Michelle Became An Attorney - The Origin Story Part 1 - Proactive Planner

    What does being a Proactive Planner mean? Hear estate planning and elder law attorney, Michelle Wilson’s, answer to this question plus:  How her decision to apply to law school started with a run in with the policeA crazy story (her Casa Blanca moment) – a real situation you definitely want to avoid for your own familyHow her hometown of Cumming, Georgia in Forsyth County has changed from the 1980s to now. And my one really good joke about death and dying. Please fast forward through that part if you are easily offended. Michelle Wilson, a local estate planning and eldercare attorney from Cumming Georgia, wants to connect with YOU. The Proactive Planner podcast is intended to be a way for listeners to connect with Michelle Wilson, her firm, and her team and figure out that they are a law firm out to make your life better.  Because her goal is to connect people with whom she interacts with the people and services they need whether it’s legal services or a good financial adviser, CPA or plumber, you will find great value in every episode that will help you, the listener, be proactive about the next best step for you in caring for yourself and your loved ones. Subscribe and make sure you have your notifications turned to the ON position. Whether you are a young couple looking to start your life together and have kids or seniors planning as many trips as possible before your calendar is overtaken by doctor’s visits, this podcast is going to be education, fun and leave you in a better place than you were just 30 minutes before tuning in.  If you’d like to read more about Michelle’s origin story, click here to sign up for our newsletter. Her origin story will appear in our January 2023 issue and will include the bits about the boss with the drug addiction, the terrible choice of a business partner and her business failure that preceded the formation of Wilson Legal, PC in 2008. The newsletter will also include the 3 things TO DO and the 3 things NOT TO DO after someone dies which you’ll hear about in another great episode later this month. Click the button below to subscribe to our newsletter for the sneak peek of the rest of the story.  We promise that we will not sell your information or send you more great value than you asked for and if you ever change your mind about receiving the newsletter, you can simply unsubscribe. It’s that easy.

    31 min
  • 5 Episodes

About

A practical podcast for people ready to take action to day to live a more worry free life. Avoid an accidental legacy and be a proactive planner today.

Information

  • Creator
    Michelle
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2023 Proactive Planner
  • Show Website
    Proactive Planner