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In this powerful episode of Estate Planning Nightmares, I sit down with David Mohrmann of Carolina Legacy Law Group to discuss the deeply personal story that led him to become an estate planning attorney. After losing his father at just 49 years old, David experienced firsthand the devastating consequences of poor planning—losing out on inheritance due to probate, discovering a half-brother through a will, and not even knowing where his father was buried until decades later.
David shares how these painful experiences inspired him to do things differently—helping families avoid the same heartbreak by making estate planning more than just paperwork. We uncover the hidden pitfalls in traditional estate planning and why proactive communication and proper legal guidance can mean the difference between security and chaos.
If you think estate planning is just about drafting a will, this episode will change your perspective. Don’t miss this eye-opening conversation that might just save your family from a similar nightmare.
Contact:
David T. Mohrmann
Carolina Legacy Law Group
227 West 4th Street
Charlotte, NC 28202
(704) 370-9804
https://www.carolinalegacylaw.com/
Facebook:
https://www.facebook.com/CarolinaLegacyLaw
Instagram:
https://www.instagram.com/carolinalegacylawgroup/
LinkedIn:
https://www.linkedin.com/in/david-mohrmann-1b6b25120/
By Jonathan Braddock4.5
44 ratings
In this powerful episode of Estate Planning Nightmares, I sit down with David Mohrmann of Carolina Legacy Law Group to discuss the deeply personal story that led him to become an estate planning attorney. After losing his father at just 49 years old, David experienced firsthand the devastating consequences of poor planning—losing out on inheritance due to probate, discovering a half-brother through a will, and not even knowing where his father was buried until decades later.
David shares how these painful experiences inspired him to do things differently—helping families avoid the same heartbreak by making estate planning more than just paperwork. We uncover the hidden pitfalls in traditional estate planning and why proactive communication and proper legal guidance can mean the difference between security and chaos.
If you think estate planning is just about drafting a will, this episode will change your perspective. Don’t miss this eye-opening conversation that might just save your family from a similar nightmare.
Contact:
David T. Mohrmann
Carolina Legacy Law Group
227 West 4th Street
Charlotte, NC 28202
(704) 370-9804
https://www.carolinalegacylaw.com/
Facebook:
https://www.facebook.com/CarolinaLegacyLaw
Instagram:
https://www.instagram.com/carolinalegacylawgroup/
LinkedIn:
https://www.linkedin.com/in/david-mohrmann-1b6b25120/

43,560 Listeners

44 Listeners