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Before you download a cheap online will or trust, hear this! In this episode of The Wealth Planning Podcast, tax and asset protection Attorney, Anthony Brister of Brister Law shares a powerful, personal story about the hidden costs of DIY estate planning. He reveals the real-life trauma his family experienced after his mother's passing without a proper plan and the devastating consequences he's seen in his practice. Learn why those $99 forms can actually cost you more in stress, legal fees, taxes, and family harmony. Discover the essentials of a robust estate plan and how to protect your loved ones from unnecessary heartache.
Timestamps:
0:00 - Intro: The Wealth Planning Podcast with Brister Law.
0:45 - A Lawyer's Personal Story & Warning
1:50 - The Devastating Reality of No Estate Plan
3:00 - The Illusion of Cheap, DIY Planning
4:00 - Hidden Costs: Probate, Delays, & Emotional Toll
5:05 - Tax Consequences of Poor Planning
5:55 - DIY Estate Planning: An Illusion Exposed
6:45 - Hope: A Better Way to Protect Your Family
7:30 - Elements of a Real Estate Plan
8:10 - Take Action Now: Free Discovery Call & More!
Book a discovery call today at www.bristertaxlaw.com #EstatePlanningMistakes #DIYEstatePlanningFail #WillAndTrustTips #ProbateNightmare #FamilyWealthProtection #BristerLaw #LegacyPlanning #AvoidProbate #TaxPlanningTips #EstatePlanningAttorney
5
33 ratings
Before you download a cheap online will or trust, hear this! In this episode of The Wealth Planning Podcast, tax and asset protection Attorney, Anthony Brister of Brister Law shares a powerful, personal story about the hidden costs of DIY estate planning. He reveals the real-life trauma his family experienced after his mother's passing without a proper plan and the devastating consequences he's seen in his practice. Learn why those $99 forms can actually cost you more in stress, legal fees, taxes, and family harmony. Discover the essentials of a robust estate plan and how to protect your loved ones from unnecessary heartache.
Timestamps:
0:00 - Intro: The Wealth Planning Podcast with Brister Law.
0:45 - A Lawyer's Personal Story & Warning
1:50 - The Devastating Reality of No Estate Plan
3:00 - The Illusion of Cheap, DIY Planning
4:00 - Hidden Costs: Probate, Delays, & Emotional Toll
5:05 - Tax Consequences of Poor Planning
5:55 - DIY Estate Planning: An Illusion Exposed
6:45 - Hope: A Better Way to Protect Your Family
7:30 - Elements of a Real Estate Plan
8:10 - Take Action Now: Free Discovery Call & More!
Book a discovery call today at www.bristertaxlaw.com #EstatePlanningMistakes #DIYEstatePlanningFail #WillAndTrustTips #ProbateNightmare #FamilyWealthProtection #BristerLaw #LegacyPlanning #AvoidProbate #TaxPlanningTips #EstatePlanningAttorney