In this episode of Estate Talk Today, attorney Denise Welter joins host Kevin Rosenquist to demystify wills and estate planning. Denise discusses common myths about wills, explains legal requirements, and highlights the differences between wills and trusts. She emphasizes the importance of regularly updating your estate plan and provides advice for avoiding common pitfalls. Whether you're new to estate planning or looking to review your current plan, this episode offers valuable insights to help you secure your legacy.
Timestamps:
[00:00–00:30] Introduction by Kevin Rosenquist and Denise Welter
[00:31–01:05] Overview of wills and their significance
[01:06–02:01] Common myths about wills and their implications
[02:02–04:26] Why wills don't avoid probate and the importance of legal requirements
[04:27–06:05] What wills cover versus other estate planning tools
[06:06–07:52] Differences between wills and trusts
[07:53–09:33] What happens when someone dies without a will
[09:34–10:46] Importance of reviewing and updating your will regularly
[10:47–11:49] Process of reviewing and updating wills or trusts
[11:50–12:39] When to consider a trust over a will
[12:40–14:28] Common mistakes in DIY wills and how to avoid them
[14:29–15:38] Advice for hesitant individuals considering a will
[15:39–16:08] Closing remarks and resources to connect with Denise Welter
About The Show
Estate Talk Today is a podcast dedicated to demystifying the complexities of estate planning, wills, trusts, and probate. Hosted by Kevin Rosenquist, the show brings together legal experts, financial advisors, and industry professionals to provide listeners with practical advice and insights for securing their family’s future. Whether you’re navigating probate court, exploring the benefits of a trust, or simply looking to get started on your first will, Estate Talk Today offers clear guidance and real-life examples to make these essential topics approachable and actionable. Each episode is designed to empower listeners with the knowledge needed to make informed decisions about their estates.
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