Navigating Estate Planning With Rose Harper Law
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
Episodes
In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, attorney Rose Harper explains the unique challenges of passing down real estate and vacation homes through estate planning. She shares how ownership structures, probate, and family dynamics complicate inheritance, and highlights effective tools such as trusts and LLCs to simplify transfers. Rose also discusses common mistakes famil...
Episode Summary:
In this episode of Leaving a Legacy, Navigating Estate Planning with Rose Harper Law, Rose Harper, founding attorney of Rose Harper Law, discusses how individuals can leave a meaningful legacy through charitable giving. Rose explains the emotional and financial benefits of incorporating charitable gifts into an estate plan, the most common methods to structure these gifts, and the tax advantages that may apply. She...
Summary: In this episode, Rose Harper, founding attorney of Rose Harper Law, discusses the critical topics of guardianship and conservatorship. She explains the differences between these legal roles, when a court may appoint a guardian or conservator, red flags families should watch for, and how estate planning documents like powers of attorney and healthcare proxies can prevent disputes. This episode provides families with essenti...
Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of special needs planning. They explore the importance of special needs trusts, protecting government benefits, and choosing trustees for vulnerable loved ones. Rose provides valuable insights on how proper estate planning can ensure continued care and support for family members with spe...
Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of estate planning for aging parents. They explore when and how to start these sensitive conversations, essential legal documents needed, and strategies to avoid family conflicts. Rose provides valuable insights on healthcare proxies, organizing financial information, and common estate p...
Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial role of digital assets in modern estate planning. They explore what constitutes digital assets, their importance, and how to properly include them in estate plans to protect both financial and sentimental value for future generations.
Key Timestamps:
00:01 - Show introduction
00:24 - Definitio...
Episode Summary:
In this episode of "Leaving a Legacy: Navigating Estate Planning with Rose Harper Law," host Sophia Morales and estate planning attorney Rose Harper discuss common misconceptions about probate and strategies to navigate or avoid the probate process. They explore the complexities of probate in New York, essential documentation requirements, and the role of executors in estate administration.
Key Timestamps:
00:00 ...
Episode Summary:
In this episode, host Sophia Morales and estate planning attorney Rose Harper discuss the unique challenges and considerations for blended families in estate planning. Rose shares personal insights from her own blended family experience and provides practical advice on protecting assets, avoiding conflicts, and ensuring equitable treatment of all family members.
Key Timestamps:
00:00 - Introduction
00:33 - Defini...
Episode Summary:
In this episode of "Leaving a Legacy," host Sophia Morales and estate planning expert Rose Harper discuss the critical importance of estate planning for business owners. They explore common mistakes, essential documents, and practical steps for protecting both business and personal assets. Rose provides valuable insights on wills, trusts, buy-sell agreements, and the importance of regular estate plan updates.
Tim...
In this episode of Leaving a Legacy, estate planning attorney Rose Harper breaks down the key differences between wills and trusts, helping you determine which option best suits your needs. Rose explains how probate can impact your estate, the advantages of trusts for business owners and parents, and why having a comprehensive estate plan is crucial. She also discusses the responsibilities of a trustee vs. an execut...
In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, sits down with estate planning attorney Rose Harper to discuss the crucial steps parents should take to protect their children at every stage of life. They explore why estate planning is essential for parents of minor children, the importance of naming a guardian, and how trusts can help safeguard assets until children reach a resp...
In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, host Kevin Rosenquist sits down with estate planning attorney Rose Harper to discuss Estate Planning 101. They break down common misconceptions, why estate planning is for everyone (not just the wealthy), and the key documents everyone should have in place. Rose also explains the differences between wills and trusts, how to minimiz...
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