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

Join us for another episode of "Estate Planning Nightmares.....and how to avoid them!" Returning guest Heidi Thompson “The Legacy Lifeguard” and I will discuss “Legal Laryngitis and Grief on Steroids” Heidi is the owner and sole attorney of Lifeguarding Legacies, a concierge firm that does the estate planning at her client's kitchen tables! She spent 15 years in public education as a...

On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney John Palley. You won't want to miss our lively discussion about incomplete estate plans, the expensive fight over milk bottles and being a stadium usher when he is not lawyering!!! John is a California probate and estate attorney and has been doing this important work since 1994. He is a graduate of...

On this episode of Estate Planning Nightmares…..and how to avoid them!, I’m joined by Suzanne Feinberg of AZ Roving Notary.  In most of our past episodes which focused on not planning and nightmares, today we are going to discuss electronic wills and ensuring they are executed correctly!   Suzanne co-founded AZ Roving Notary (the AZ is for Arizona) in 2019 after a 15-year career teaching professio...

On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorneys Dusty & Jennifer King. We discuss why it’s a BAD idea to have co personal representative listed in your will or estate plan!    Dusty and Jennifer King founded King & King, in TN back in 2005. They both spent many years litigating contentious family law cases and other civil cases. After having...

On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney Michael Porter. Mike shares the story of a prepared man who has a premonition which becomes reality. And the story of an individual with over 550 individual investments, who was not prepared! You’ve got to hear these stories! Mike is the Founder and CEO of Faith Mountain Legacy Services in Spearfish, Sou...

On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney Marjorie Desmond. Marjorie and I discuss the importance of updating your estate plan, ensuring it is funded properly and why it is critical to have your plan reviewed if you move to a new state!!! Imagine leaving a large sum of money to someone, you thought had been disinherited!!! Marjorie is a Personal...

On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney David Taylor. David and I discuss the problem with digital identities and unknown businesses! David is the owner of Twin Falls Estate Planning. In the great state of Idaho! He is the most irreverent attorney you’ll ever meet. He hates the way the government spends money and wants to make sure the governm...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! My guest Heidi Thompson “The Legacy Lifeguard” and I will discuss Dirty Deeds and Something (Someone) has gone missing! Heidi is the owner and sole attorney of Lifeguarding Legacies, a concierge firm that does the estate planning at her client's kitchen tables! Heidi spent 15 years in public education as a cou...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! My guest Ilya Lyubimskiy and I will discuss something worse than a DIY Will, a DIY Trust!  Yikes! Ilya is the founder and managing attorney of Premier Legacy Law. Ilya is knowledgeable and experienced in estate planning, wills and trusts, probate and trust administration, and business formation planning. Ilya take...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! My guest Valerie Pasion and I will discuss 2 estate planning stories: 1.   The homeless man who got a plan 2.  The greedy son About Valerie: Valerie Pasion is an attorney specializing in Estate Planning. She currently lives in Orange County with her husband Roland (who happens to also be her high school sweetheart...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! It's time for New Year's Resolutions! And today we are talking about one that should not be overlooked! Here is what you'll learn: 1. Introduction • The importance of estate planning as a New Year's resolution for everyone, including single adults and young families 2. Estate Planning for Single Ad...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! My guest Ledly Jennings and I will discuss 2 estate planning mistakes: 1.   Overlooked Assets 2.   Poorly Drafted Plan   About Ledly: He started his own firm after three years at Stephens, Inc., which is Arkansas’ largest investment bank. That experience, along with his time at Stan Miller Law has given him unique...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! My guest Kristen Boone and I will discuss 3 key estate planning themes: No plan in place; Plan not updated; Plan doesn’t go far enough. About Kristen: She is the owner of Boone Legal, an estate planning firm located in Stow, Ohio. Boone Legal serves clients throughout northeast Ohio and has practiced exclusively i...

Join us for another episode of Estate Planning Nightmares.....and how to avoid them! Today we delve into the world of estate planning with Attorney Robert Chesser, founder of Chesser Legal Solutions in Knoxville, TN. Discover the ins and outs of creating a client-focused legal practice, the transition from family law to estate planning, and the innovative virtual aspects that make estate planning...

In this insightful episode, I sit down with Joshua Love, a licensed financial professional and attorney specializing in estate planning, probate administration, trust administration, guardianship, and conservatorship at Pennington Law. Josh shares his personal journey and the profound motivation behind his commitment to estate planning. Learn from his firsthand experience as he discusses the chall...

You won't want to miss this powerful episode!!! Join us on this emotional episode of Estate Planning Nightmares where our guest, Whitney Short, Esq. , a seasoned estate planning attorney, sheds light on the importance of estate planning through a heart-wrenching story of a family of five . In the midst of the COVID-19 pandemic, the unimaginable unfolded , leaving a lasting impact on all those...

In this episode I am joined by Kori Whisenant, Esq., an Ohio Estate Planning Attorney. She shares two stories, one is heartwarming and the other......well not so much! Listen in as we chat about the good, the bad, and the really ugly realities of having an estate plan. Join me as Kori delves into a poignant and intricate story. She uncovers the narrative of a man rendered incapacitated, who unfort...

Simultaneous Death is a scenario that, while relatively rare, can lead to perplexing estate problems if not properly addressed. Our guest, Chase Gentile, Esq. , a seasoned estate planning attorney, shares his insights into the legal intricacies of simultaneous death and the potential complications that arise when someone passes away without a valid will or estate plan, known as dying intestate. Ch...

Have you ever heard of a Death Doula? Or, you've heard the term, but not quite sure what that is? Well today's the day we answer those questions!!! Listen in to my conversation with Marni Blank, Esq. Marni is the Founder of Begin with the End. She is a trained death doula, mediator, lawyer and  female founded small business owner . She completed her death doula training through  Going with...

Join me for a lively conversation with Laura Cowan . Learn from the best! Award-winning estate planning attorney and creator of 2-Hour Lifestyle Lawyer™. Ranked "2nd BEST Estate Planning Attorney" in NY by Yelp! out of over 850 attorneys. Voted Rising Star™ by Super Lawyers™ 2019-2023. She has been featured in Forbes, Entrepreneur, NBC, and others. As well as spoken at the UN Headquarter...

In this special episode, Jon shares a heartfelt tribute to a very close person who recently passed away. Join us as we delve into a story of profound connections and the impact that a seemingly short period of time can have on our lives. Podcast opening music: Think Different by Scott Holmes Music Source (Free Music Archive) CC BY-NC

I was feeling a bit sarcastic, so I want to be come on here and just play the other side, you know, the devils advocate.  So, todays rant is: 10 Reasons You Shouldn’t Have an Estate Plan! I hope you enjoy my tongue in cheek humor! But, please remember, these reasons are meant to be lighthearted and not to be taken seriously. Estate planning is crucial to ensure your assets are distributed accordin...

Join me as I have a conversation with Tammy Costrini. She shares her story of being downsized during the pandemic, picking herself up and starting her own firm, and then losing her life companion to Covid. More than most of us could possibly imagine! Undeterred by this adversity, she forged ahead to create Well Done Life and Legacy. Her story is a great reminder that no matter the challenges, we c...

Today we're diving into a topic that hits close to home for many families—hidden money. More specifically, the unfortunate stories of families who, after the passing of a loved one, were unable to find the hidden fortune they believed existed. But as we'll discover, sometimes the truth is stranger than fiction. Today I’ll share a few real-life situations.

The Perils of Do It Yourself Estate Planning! Can you do it? Should you do it? Potential Nightmares!! My guest today is Jolene Blackbourn. She is a virtual estate planning attorney in California.  She helps people protect their assets and their loved ones from the comfort of their own home.  She is the mom of two neurodiverse human children and two rescue dogs.  When she isn't saving Californi...