Lindsay discusses just what an Estate Plan is and the importance of comprehensive estate planning to avoid probate (gross!) and ensure the smooth transfer of assets after death (preserve your legacy!). Learn about the necessary documents, such as a pour-over will, what is a trust exactly, and how to word beneficiary designations. Also hear about the role of a successor trustee, executor, and personal representative in managing an estate's affairs. Delve into the importance of Powers of Attorney documents and medical directives in managing financial and medical affairs in case of incapacity or death. After listening to this episode, you should have a good working foundation as to WTF an Estate Plan is and why you probably need one. 

Wine Talk:
Blue Oak Vineyards
2020 Merlot Estate Reserve
Coombsville, Napa Valley

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