You Can’t Take It With You Annie Arbenz
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- Society & Culture
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Funny and frank conversations about end-of-life planning
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Why You Need a Love Letter
The three of us might not agree on what it should be called, but we know ya need one!
A love letter is a non-legally enforceable document that you leave to say "things that need to be said", like how to take care of your pets, your kids' favorite book to read at night, where the safe combination is, etc.
These are not legal things we want to say, but things that are important to us to pass along. A small gift to your loved ones, when you're doing some estate planning. :)
Also you learn that our family really loves Melatonin. -
Why You Need (or Don't Need) a Community Property Agreement
Everyone seems to know that Washington is a "community property state", but do you really know what that means? And why a community property agreement is nice to have (or really bad to have)? Often referred to as the "golden document", the community property agreement can also backfire if used in the wrong circumstances. Listen to learn more about these awesome/awful documents!
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Why You Need to Talk About Your Timeshare
Y'all. Timeshares are so annoying in the estate planning context. We know they can be awesome in real life (assuming you use them!), but make sure you know what happens to your timeshare after you die. Will it require probate in another state? Will it transfer automatically to your kids? Do they even want it? Let's talk about it!
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Why You Need to Think About Personal Property
Stuff. We all have it. Some of us have a lot of it. If you've ever had to go through someone else's stuff after they die, you know how helpful it can be if there was some planning (and maybe some divesting?) before death. We're here to talk about the legal side of stuff. You won't believe what people fight about!
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Why You Need to Plan For Your Pets
Y'all. Pets are our kids. And we need to plan for them just like we do for kids. Who is going to take your pet if you're gone? Will people fight over the pet? Does the ultimate owner need some money to care for the pets? Do you want to create a trust for the pet? Does the pet have specific medical issues that need to be addressed?
These are all important issues that can and should be addressed in your estate plan! -
Why You Need to Plan For Your Minor Kids
The three of us took some time out of our recent Italian adventure to talk about how to plan to give money to your minor kids. You'll hear that mom wants to talk about other stuff, but we keep her on track to confirm the best way to get money to your kids if you die before they turn 18.
Trusts? Custodial accounts? Outright? Oh my! Please listen if you have kids under 18 - you need to hear this!
Customer Reviews
Informative and entertaining
Really appreciate the information and questions. Enjoyable to listen to and gives practical actionable items
So important
All of Annie’s podcasts are so informative. The information is presented in such a way that each topic is easy to understand and interesting at the same time. Annie’s interactive style is fun and light vs dry and depressing. I have listened to some of them a few times because the topics are all important.
Great listen
Three fabulous super smart women! Worth listening to!!❤️❤️❤️