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Secure Futures Navigating Family Estate Planning Together
Manage episode 443016507 series 3597608
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In this episode of "Out of Court and Out of Conflict," host Kevin sits down with experienced estate planning attorney Matt Wassinger to discuss the critical importance of understanding a family's dynamics when creating and maintaining an estate plan. Matt emphasizes that traditional approaches by many attorneys often overlook the unique nuances of each family's situation. He explains how the Wasinger Law Office implements a comprehensive homework process for clients, gathering essential information about their personal lives, assets, liabilities, and specific goals. This thorough understanding is crucial for drafting effective estate plans that truly reflect the clients' needs and aspirations.
Timestamps:
[00:01:38] Family dynamics in estate planning.
[00:04:15-00:04:25] Growing with a family.
[00:08:17] Guardians and kids protection plan.
[00:10:22] Estate planning life changes.
[00:14:34] Estate planning importance and updates.
[00:16:48] Family planning session process.
About The Show
Welcome to Out of Court and Out of Conflict, your guide to estate law and probate solutions, presented by Wasinger Law Office. Join us as we unravel legal complexities and secure your family's legacy.
4 episódios
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