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Estate Planning Essentials for Divorce with Adam Zuckerman
Jamie M. Lima is joined by Adam Zuckerman to explore the intricacies of estate planning during and after divorce. They discuss Adam's journey into estate planning and provide an overview of his work with Buried and Work. The episode covers the importance of organizing estate information and planning documents, and the differences between wills and trusts. Key topics include the significance of power of attorney and updating estate plans post-divorce, alongside real-life estate planning issues and personal stories. The conversation highlights estate planning template bundles, action checklists, and the role of financial literacy and digital estate planning in ensuring organized information for heirs.
Visit Adam Zuckerman's link to explore more of his work.
https://buriedinwork.com/
Adam Zuckerman (JD/MBA) founded Buried in Work after experiencing firsthand the emotional and logistical challenges of managing his father’s affairs during his prolonged battle with leukemia.
Today, Buried in Work is a leading resource for end-of-life planning, offering 50+ information hubs, 2,000+ articles, 100+ checklists and guides, service provider directories, and innovative tools like the Executor's Summary Report, CLEAR Kits, and card games that facilitate meaningful conversations about legacy and preparation.
Adam’s mission is simple yet powerful: to make life’s hardest moments a little easier by helping families get organized, communicate openly, and prepare comprehensively for the unexpected.
Disclaimer: The information on this site and podcast is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Woodson Wealth Management and Consulting Inc. and Allegiant Solutions LLC DBA Allegiant Divorce Solutions (referred to as “the companies”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
The companies do not warrant that the information will be free from error. None of the information provided on this website or podcast is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall the companies be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if the companies or a company authorized representative has been advised of the possibility of such damages.
In no event shall the companies have any liability to you for damages, losses, and causes of action for accessing this site or podcast.
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
(0:00) Introduction and guest: Adam Zuckerman
(1:04) Estate planning during and after divorce
(1:57) Adam's journey into estate planning
(4:42) Overview of Buried and Work
(7:45) Organizing estate information and planning documents
(10:31) Will vs. trust: considerations and differences
(13:40) Power of attorney and post-divorce estate updates
(17:22) Real-life estate planning issues and personal stories
(22:01) Estate planning template bundles and action checklists
(25:26) Financial literacy and digital estate planning
(30:36) The importance of organized information for heirs
(31:04) Sponsor: Allegiant Divorce Solutions
View all episodes
By Jamie M. Lima, MBA, CFP®, CDFA®
5
1212 ratings
Jamie M. Lima is joined by Adam Zuckerman to explore the intricacies of estate planning during and after divorce. They discuss Adam's journey into estate planning and provide an overview of his work with Buried and Work. The episode covers the importance of organizing estate information and planning documents, and the differences between wills and trusts. Key topics include the significance of power of attorney and updating estate plans post-divorce, alongside real-life estate planning issues and personal stories. The conversation highlights estate planning template bundles, action checklists, and the role of financial literacy and digital estate planning in ensuring organized information for heirs.
Visit Adam Zuckerman's link to explore more of his work.
https://buriedinwork.com/
Adam Zuckerman (JD/MBA) founded Buried in Work after experiencing firsthand the emotional and logistical challenges of managing his father’s affairs during his prolonged battle with leukemia.
Today, Buried in Work is a leading resource for end-of-life planning, offering 50+ information hubs, 2,000+ articles, 100+ checklists and guides, service provider directories, and innovative tools like the Executor's Summary Report, CLEAR Kits, and card games that facilitate meaningful conversations about legacy and preparation.
Adam’s mission is simple yet powerful: to make life’s hardest moments a little easier by helping families get organized, communicate openly, and prepare comprehensively for the unexpected.
Disclaimer: The information on this site and podcast is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Woodson Wealth Management and Consulting Inc. and Allegiant Solutions LLC DBA Allegiant Divorce Solutions (referred to as “the companies”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
The companies do not warrant that the information will be free from error. None of the information provided on this website or podcast is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall the companies be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if the companies or a company authorized representative has been advised of the possibility of such damages.
In no event shall the companies have any liability to you for damages, losses, and causes of action for accessing this site or podcast.
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
(0:00) Introduction and guest: Adam Zuckerman
(1:04) Estate planning during and after divorce
(1:57) Adam's journey into estate planning
(4:42) Overview of Buried and Work
(7:45) Organizing estate information and planning documents
(10:31) Will vs. trust: considerations and differences
(13:40) Power of attorney and post-divorce estate updates
(17:22) Real-life estate planning issues and personal stories
(22:01) Estate planning template bundles and action checklists
(25:26) Financial literacy and digital estate planning
(30:36) The importance of organized information for heirs
(31:04) Sponsor: Allegiant Divorce Solutions