In this episode we're joined by Sabrina Winters, an estate planning attorney based in North Carolina. Sabrina shares her personal experience with the importance of estate planning and the consequences of not having a plan in place. She emphasizes the need for trust and open communication between clients and their attorney. Sabrina also discusses the differences in estate planning laws between states, particularly in North Carolina. She highlights the benefits of creating a living trust to avoid probate and prevent conflicts among family members. Sabrina encourages individuals to take action a ..read more

SummaryIn this conversation, Chuck Ellis and Dinesh Chawla discuss various aspects of estate planning, with a focus on Michigan law. They cover topics such as the journey to estate planning, the role of trusts, elder law, and the importance of updating estate plans. They also discuss the annual maintenance of estate plans and working with trustees. The conversation covers challenges in trust handling, common mistakes in estate planning, handling digital assets in estate planning, and key advice for estate planning. Takeaways Estate planning involves creating a plan to ensure control over asse ..read more

Essential Estate Experts welcomes Wendy A. Mara, an attorney heading Mara Law in Ormond Beach, Florida. Wendy is an expert in family and domestic law, probate, wills, guardianship, and business matters, with a focus on Florida law. In this episode, Wendy sits down with host Marc Zasada and talks about the intricacies and nuances of estate planning law in Florida, and the many pitfalls she sees clients fall into all too often. Whether you're wealthy with complex tax issues or simply looking to ensure your assets are distributed according to your wishes, this episode offers something for every ..read more

Farmers are retiring in record numbers, and the future of their farmland, who owns it, and what it means to their families is going to affect all of us in the coming years. In this episode, we talk with Lance Weaver, the Director of Business Development for the Sower Legacy Farmland Fund. We discuss the concept of the fund and how it offers a unique solution for farmers looking to retire or transition their farms to the next generation. The conversation covers topics such as succession planning, transferring property to the fund, preserving the identity of the farm, liquidity, diversifying po ..read more

On this Essential Estate Experts, we sit down with Steve Clausen, a renowned estate planning attorney at Hopkins Centrich Attorneys at Law in Houston, Texas. With decades of experience in estate planning and business succession, Steve brings a wealth of knowledge specifically tailored to the intricacies of Texas law. ? What We Cover: Nuances of Texas Estate Planning Law: Dive deep into the specific aspects of estate planning in Texas. Steve Clausen explains the unique elements of Texas law that residents, and those with family in the state, must be aware of to ensure their estate plans are eff ..read more

SummaryIn this conversation, Chuck Ellis and Dinesh Chawla discuss various aspects of estate planning, with a focus on Michigan law. They cover topics such as the journey to estate planning, the role of trusts, elder law, and the importance of updating estate plans. They also discuss the annual maintenance of estate plans and working with trustees. The conversation covers challenges in trust handling, common mistakes in estate planning, handling digital assets in estate planning, and key advice for estate planning. Takeaways Estate planning involves creating a plan to ensure control over asse ..read more

In our first episode, we interview our own estate planning expert Marc Zasada and discuss the do's and don'ts, common myths, and often overlooked complexities of wills, trusts, and estate planning. Marc illuminates the importance of finding a specialized attorney for your unique situation and shares valuable insights into how laws can fluctuate, requiring up-to-date expertise. Key Takeaways: The importance of specialization in estate planning attorneys. Red flags to look out for when selecting an estate planning attorney. Why the dynamics of your family and assets require meticulous attentio ..read more

"Essential Estate Experts" is the podcast you need to navigate the intricate world of estate planning. Hosted by former NPR on-air host, Marc Zasada, we delve into the details that truly matter when it comes to what you leave behind. Neglecting proper planning could lead to devastating outcomes for your loved ones, and our mission is to prevent such scenarios. Join us as we engage leading minds in Estate Planning, Living Trusts, Probate, and Tax Planning in enlightening discussions. Our expert guests hail from all corners of the country, each offering a unique perspective based on the regiona ..read more

SummaryIn this conversation, Chuck Ellis and Dinesh Chawla discuss various aspects of estate planning, with a focus on Michigan law. They cover topics such as the journey to estate planning, the role of trusts, elder law, and the importance of updating estate plans. They also discuss the annual maintenance of estate plans and working with trustees. The conversation covers challenges in trust handling, common mistakes in estate planning, handling digital assets in estate planning, and key advice for estate planning. Takeaways Estate planning involves creating a plan to ensure control over asse ..read more

Essential Estate Experts welcomes Wendy A. Mara, an attorney heading Mara Law in Ormond Beach, Florida. Wendy is an expert in family and domestic law, probate, wills, guardianship, and business matters, with a focus on Florida law. In this episode, Wendy sits down with host Marc Zasada and talks about the intricacies and nuances of estate planning law in Florida, and the many pitfalls she sees clients fall into all too often. Whether you're wealthy with complex tax issues or simply looking to ensure your assets are distributed according to your wishes, this episode offers something for every ..read more