All Episodes
S2 E9: In Real Life Question, What Do New Adults Need To Know About Estate Planning?
Join Jennifer as she discusses what new adults should think about when it comes to estate planning....
S2 E8: In Real Life Question, What Do You Mean The Will Doesn't Control Everything?
This week's question comes from a common misconception that real estate planning attorneys wish you didn't have. Know what a will covers... and what it doesn't, on this episode....
S2 E7: In Real Life Question, Where Do I Put These Papers?
Great! You've done an estate plan. You have legal paperwork. But, where do you put it? Join Jennifer as she talks through different options and tells you the two things to think ab...
S2 E6: In Real Life Question, What Should You Know If You're Considering a Trust?
It's commonly said that everyone needs a trust to avoid probate. But, is that really true? Learn what a trust is, who needs one, and the most important aspect of a trust. This epis...
S2 E5: In Real Life Question, What Should You Know If You DIY?
DIY Estate Planning has been around as long as office supplies have been available and the internet brings a variety of at home options. It may be better than not doing it at all, ...
S2 E4: Your Most Important Factor Might Just Be Your Squirrels
The people, or squirrels, involved in dealing with your to do list and the people who benefit or think they should might just be the biggest factor in your estate. Find out what ty...
S2 E3: You Don't Need To Be Rich To Have Complicated Assets
The second reason you are unique? Your assets. And some of you have complicated assets. You don't need to have built a ton of wealth to have complicated assets. The entrepreneurs o...
S2 E2: Location Matters
The first reason why your estate planning situation is unique? Your location. Location matters. What works and doesn't work somewhere else may play out completely different where y...
S2 E1: Yes. You Are A Unique Snowflake
Estate planning is really just figuring out what the legal to do list will be when you die. And that will be unique to you. So yes. You are a special snowflake. Join Jennifer for S...
S1 Bonus: Got a Question?
I'm dedicating half of Season 2 to you. I'll pick six listener questions and answer them. Have a question about estate planning? Find out how you can get an answer....
S1 E12: What's a Fiduciary?
Fiduciary is a big word that covers a big category: people who act on behalf of someone or something else. Learn how being the trustee, personal representative or executor doesn't ...
S1 E11: Wait, A Living Will Isn't A Will?
Learn about the document that helps others help you when you can't communicate health care decisions. It goes by a lot of names, including a living will.... which is not at all a w...
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