Estate Planning Nightmares.....and how to avoid them!

In this episode of Estate Planning Nightmares and How to Avoid Them , I sit down with Attorney Peter Osman , a seasoned estate, business planning, and elder law attorney based in Wisconsin. Peter shares his insights on proactive estate planning and why strategies like transfer-on-deathdesignations and joint ownership can create unintended complications. Together, we discuss real-life scenarios of...

What happens when estate planning fails at the worst possible moment? In this powerful episode of Estate Planning Nightmares... and How to Avoid Them, I sit down with Mary Ann Wehr, an estate planning attorney whose journey into this field wasn’t just professional—it was deeply personal. After the heartbreaking loss of her son, James—a firefighter and paramedic who died in the line of duty—Mary An...

In this episode of Estate Planning Nightmares... and How to Avoid Them, Jon Braddock sits down with attorney Roberto Seda to discuss two shocking probate cases. The first reveals how a seemingly simple estate turned into a bitter legal battle between two siblings—dragging on for over a year and consuming nearly 40% of the estate's value. The second case is a jaw-dropping story of an elderly wo...

In this special episode of Estate Planning Nightmares and How to Avoid Them, Jon Braddock joins the Ask the Attorney live stream, hosted by Miya Ingel, evening Anchor of UpNorthLive and Mary Ann Wehr of Great Lakes Center for Estate Planning. Jon shares the story that set him on the path to revolutionizing estate planning after a family tragedy, and how the Legacy Vault by My Life and Wishes is ma...

In this episode of Estate Planning Nightmares and How to Avoid Them, host Jon Braddock sits down with Attorney Libby Banks, owner of The Law Office of Libby Banks. Libby shares her journey from high-profile litigation to becoming a passionate advocate for customized estate planning. Together, they dive into key topics, including: The emotional and financial toll of contested probate cases. The ess...

In this enlightening episode I am interviewed by attorney Libby Banks and her associate, Alison Gloss, on The Law Office of Libby Banks Podcast. Jon Braddock is founder of MyLifeandWishes.com and author of "Click Here When I Die: Make Things Easier for Those You Love" . Jon shares the personal story that inspired him to create the Legacy Vault , a secure end-of-life planning and document storage s...

Welcome to another episode of Estate Planning Nightmares and How to Avoid Them! In today’s episode, we’re diving into a topic that’s close to the hearts of many: ensuring the care of your beloved pets through thoughtful estate planning. I’m joined by Marjorie Desmond, a Personal Family Lawyer and the founder of Desmond Law. Marjorie is passionate about helping families craft estate plans that refl...

In this heartfelt and insightful episode of Estate Planning Nightmares...and How to Avoid Them, host Jon Braddock sits down with Ryan Anderson, Senior Financial Advisor, fiduciary, and managing partner at Retirement Fundamentals. Ryan shares the deeply personal story of his father’s passing and the challenges his family faced in locating important documents during an already emotional time. Drawin...

In this powerful episode of Estate Planning Nightmares and How to Avoid Them, I sit down with Michael DeLon, #1 Amazon Best-Selling Author and America’s Foremost Authority on Credibility Marketing. Michael shares his deeply personal experience of helping a friend's widow navigate the overwhelming challenges following her husband’s death—a journey that inspired him to write his book, Walking with Y...

"This Veterans Day, we pay tribute to our veterans and active-duty members with an episode dedicated to the importance of estate planning for military families. We dive into the unique aspects of military life – relocations, deployments, and benefits – and why a solid estate plan is crucial to safeguarding their families and legacy." Thank You To All Who Have Served and Those Who Continue To Serve...

In this episode of Estate Planning Nightmares and How to Avoid Them, we’re joined by Medicare and financial services expert Kylee Mollotte. With a background rooted in teamwork and perseverance from her early days on a farm in Washington, Kylee brings a fresh and highly personalized approach to Medicare planning. She shares the critical role of Medicare within a comprehensive estate plan and highl...

In this episode of Estate Planning Nightmares...and How to Avoid Them, I am joined by Andre Pennington, an Arizona estate planning lawyer and financial professional with a passion for protecting families and vulnerable communities. Andre shares his journey into estate planning, driven by personal experiences and a dedication to shielding loved ones from unexpected challenges. With insights from hi...

"In this special episode of Estate Planning Nightmares… and How to Avoid Them, host Jon Braddock dives into the significance of Estate Planning Awareness Week. Estate planning isn’t just for the wealthy or the elderly—it’s for everyone. Jon explains why now is the perfect time to stop procrastinating and start putting a plan in place to protect your assets, your loved ones, and your legacy. From p...

In this episode of Estate Planning Nightmares… and How to Avoid Them! , host Jon Braddock is joined by seasoned estate planning and probate litigation attorney Paul Deloughery, who brings over 25 years of experience to the discussion.   Paul shares his personal story of inheriting $14 million and losing a significant portion of it due to a lack of preparation, an experience that inspired him to wr...

In this episode of Estate Planning Nightmares, host Jon Braddock sits down with Meghan Stokes, founder of the Law Office of Meghan Stokes LLC, to explore the crucial steps families can take to avoid the chaos and heartache that comes with improper estate planning. Meghan shares a powerful story of a family torn apart by legal battles after a tragedy and highlights how simple estate planning tools—...

In this episode of Estate Planning Nightmares...and How to Avoid Them, host Jon Braddock sits down with Certified Elder Law Attorney Steven Michael McClelland, owner of McClelland Law Firm, P.A. in Central Arkansas. Steven shares his experiences from the front lines of estate planning and probate, including a cautionary tale of a poorly crafted DIY will that left an estate to an unintended party!...

In this episode of Estate Planning Nightmares , we are joined by Jacqueline Cara, founder of Cara Law and an expert in estate and special needs planning. Jackie shares her personal journey from a trial attorney to becoming a passionate advocate for families like her own, raising children with unique needs. Through real-life stories, Jackie explains the devastating consequences of inadequate estate...

In this episode of "Estate Planning Nightmares," I'm thrilled to introduce a truly inspiring guest, Yuki Ku, the founder of Roots and Wings Legal based in Walnut Creek, CA. Yuki's impressive legal journey began in the high-stakes world of Corporate Mergers and Acquisitions, Emerging Companies, and Venture Capital, working at some of the most prestigious international law firms, i...

In this compelling episode of Estate Planning Nightmares, we sit down with Jacqueline Price, a flight attendant whose life took an unexpected turn during a layover in Paris. Jacqueline shares the heart-wrenching story of receiving the news of her mother’s passing and the challenging aftermath of managing her estate without a will. As an only child, Jacqueline faced a maze of legal hurdles and subs...

Join us on this enlightening episode of “Estate Planning Nightmares…..And How To Avoid Them!”,  as we sit down with Tim Semro, author and seasoned estate attorney, to dive into the essential yet often overlooked world of estate planning. In his new book, "Your Money, Your Way" , Tim brings to life the critical importance of thoughtful asset distribution through engaging stories from his...

In this episode of "Estate Planning Nightmares... and How to Avoid Them," I welcome Dean Eason-Williams, founder of NotaryCLT Signings. Dean shares his incredible journey from IT professional to full-time notary, highlighting the pivotal moments that shaped his career. He discusses the profound personal losses he's endured and how they have influenced his passion for helping others s...

In this episode of Estate Planning Nightmares.....And How To Avoid Them! , I share an interesting analogy that highlights the importance of two seemingly unrelated but equally critical aspects of our lives: Rotator Cuff Surgery and Estate Planning.

Join us for another episode of "Estate Planning Nightmares.....and how to avoid them!" My guest, Bill Ravenell, founder of Ravenell Law LLC, and I have a lively discussion about the importance of everyone having an estate plan.  Why Pennsylvania is probably the worst state to die in, and why work/life balance is so essential.  You won’t want to miss this!   Contact Bill at: Ravenell Law,...

Join us for another episode of "Estate Planning Nightmares.....and how to avoid them!" My guest, Lindsay Wheeler, founder of High Sierra Legal and Your Estate Plan Online, and I have a lively discussion about the importance of everyone having an estate plan.  But most importantly, it doesn’t have to be expensive! With over 20 years of experience in the legal field, Lindsay has a mission...

Estate planning may not be as fun as booking a trip but without it, it’s like throwing away everything you’ve worked so hard for. Research shows that fewer than 50% of Americans have a will or any form of estate plan. Who gets what? How do your loved ones access your assets? What about your business and your ongoing business projects? How can your business continue operating in your absence? This...