Firm News: Guest on Radio Show AM950 with Bruce Klopfleisch
This August I was invited by Bruce Klopfleisch, a radio host at AM950, on his show Politics Matters to discuss estate planning and estate administration.
To me, estate planning comes from a place of love and a desire to make the transition easier and smoother for loved ones after death. Estate planning can include a Will, Trust, Health Care Directive, and Powers of Attorney, as well as other documents. Bruce and I discussed how emotions can drive estate planning. We also discussed some general advice about selecting fiduciaries and back ups for each role, including personal representatives, health care agents, and attorneys-in-fact. It’s important to consult with a lawyer to prepare these documents to make sure they not only meet statutory requirements, but also actually meet and reflect a person’s goals and needs for estate planning. For some clients, their main goal is to avoid probate and court proceedings; for others, the main goal is to make sure that their kids and grandkids still have Thanksgiving together long after they are gone.
And a warm thank you to Bruce and his colleagues at AM950 for the opportunity to discuss these matters close to my own heart!
Please reach out if you are interested in learning more or if you’d like to update your estate plan or your own probate needs.
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