When it comes to estate planning, many people procrastinate or avoid the conversation altogether. The reality is that most of the hesitation comes from myths—false beliefs that estate planning is only for the wealthy, that a will is enough, or that creating a trust means giving up control. These misconceptions prevent families from taking the necessary steps to protect their loved ones and assets.

And we’re thrilled to welcome Attorney Liz Nolin of Nolin Law back to the podcast to help us speak truth and debunk the most common myths. Liz specializes exclusively in estate planning and helps clients understand that proactive planning is not about fear—it’s about creating peace of mind. With her straightforward approach, she debunks the biggest myths and shows how planning ahead can save families time, money, and heartache.

From probate delays to estate tax ramifications, Liz explains why putting off these important conversations can create an even bigger mess in the long run. Simply put: whether you have children, assets, or people you care about, estate planning matters. And with Liz’s straightforward approach, she simplifies the complex and explains how getting your estate planning done sooner rather than later can save families time, money, and heartache.

KEY TAKEAWAYS: 

• Myth #1: Estate Planning Is For Retirees/Older People
• Myth #2: A Will Is Enough to Skip Probate
• Myth #3: Estate Planning Is Too Expensive
• Myth #4: I Don’t Have Kids So I Don’t Need a Plan
• Myth #5: I Don’t Control the Money If I Create a Trust

SHOW NOTES

Get full access to the show notes and resources mentioned by visiting: https://arcadia.financial/liz-nolin-myths-about-estate-planning

DISCLOSURE:

Arcadia Wealth Management, LLC (Arcadia) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) and the state of New Hampshire. The information presented in this video is for educational and informational purposes only and is intended for a broad, general audience. It is not intended as, and should not be construed as, an offer, solicitation, or recommendation to buy or sell any securities or to adopt any investment strategy. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, philosophies, or client experiences are illustrative and may not be representative of all clients or outcomes.

Arcadia Financial has a reasonable basis to believe that this content does not include any false or materially misleading statements and presents information in a fair and balanced manner. No portion of this communication should be construed as tax, legal, or accounting advice. Please consult your own tax or legal professional for guidance specific to your situation.

Investment advisory services are provided through Arcadia Wealth Management, LLC, an SEC-registered investment adviser. Insurance products and services are offered through Arcadia Financial Group, LLC, by appropriately licensed agents. Bookkeeping and tax preparation services are provided by Arcadia Tax, LLC. These affiliated entities operate independently but are under common ownership.