Ep. 25 Expert Advice on Estate Planning, Wills, Trusts, and Probate

Meet the Experts with Insights on Real Estate, Inheritance & Estate Planning. Learn How to Navigate Legal & Financial Complexities for a Smooth Transition. 

Mark Feinberg and Todd Stevens are esteemed estate planning experts. In this episode, you’ll learn everything there is to know about the potential consequences of not having a plan in place, and how estate planning is not just for the wealthy, but for anyone who wants to make sure that their assets are distributed according to their wishes after they pass away.

Although people don’t often like to talk about it, they also highlight the need to plan for the possibility of becoming incapacitated or unable to make important decisions for oneself.

They illuminate the role of various legal documents in estate planning, such as wills, trusts, and power of attorney, and explain the importance of selecting the right executor, trustee, and agent to carry out one's wishes and offer tips on how to choose the right person. 

They offer advice and caution against the common mistakes people make when estate planning, such as failing to update their plan regularly or not communicating their wishes to their loved ones.

And most importantly, they also touch on the emotional and family dynamics involved and emphasize the importance of having open and honest conversations with family members about one's wishes and the potential for conflict if these conversations are not had. An extremely comprehensive and thorough episode you won’t want to miss!

Let’s Get Social!

Todd Stevens
Keeney, Waite & Stevens https://www.keenlaw.com/ 

Mark Feinberg
Contact Mark at mark@heinzfeinberg.com 

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/ 

Produced by Imagine Podcasting https://www.imaginepodcasting.com/