Estate Planning Nightmares .....and how to avoid them!

Estate Planning Nightmares .....and how to avoid them!

By Jonathan BraddockBusiness
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Estate Planning Nightmares .....and how to avoid them! episodes

  • Estate Planning Pitfalls: Avoiding Family Disputes & Costly Mistakes with Peter Osman

    In this episode of Estate Planning Nightmares and How to Avoid Them, I sit down with Attorney Peter Osman, a seasoned estate, business planning, and elder law attorney based in Wisconsin. Peter shares his insights on proactive estate planning and why strategies like transfer-on-deathdesignations and joint ownership can create unintended complications.

    Together, we discuss real-life scenarios of inheritance disputes, the emotional impact on grieving families, and the unique challenges of family business succession. We emphasize why "fair" doesn’t always mean "equal" and how proper planning can prevent costly legal battles.

    Tune in to learn why estate planning isn’t a DIY job and how professional guidance ensures your legacy is protected.

     

     

    Contact Information:

    Peter C. Osman

    Borakove Osman LLC

    9701 Brader Way #201
    Madison, WI 53562

    Phone: 608-705-7508       Fax: 608-828-4884   
    Email: [email protected]

     

    Facebook:

    https://www.facebook.com/BorakoveOsman/

    Instagram:

    https://www.instagram.com/borakoveosman/

    LinkedIn:

    https://www.linkedin.com/company/borakove-osman-llc/posts/?feedView=all

    36 min
  • "From Tragedy to Purpose: How Mary Ann Wehr is Changing Estate Planning Forever"

    What happens when estate planning fails at the worst possible moment? In this powerful episode of Estate Planning Nightmares... and How to Avoid Them, I sit down with Mary Ann Wehr, an estate planning attorney whose journey into this field wasn’t just professional—it was deeply personal.

    After the heartbreaking loss of her son, James—a firefighter and paramedic who died in the line of duty—Mary Ann experienced firsthand the chaos, legal battles, and financial strain that come with poor estate planning. Determined to prevent other families from facing the same nightmare, she launched her own firm with a mission to provide truly comprehensive, relationship-driven estate planning.

    Mary Ann shares her personal story, the biggest mistakes people make when planning (or failing to plan), and why estate planning is about more than just documents—it’s about protecting the people you love the most. Whether you think you have an estate plan in place or haven’t started yet, this is an episode you can’t afford to miss.

    🔹 What You'll Learn:

    ✅ The heartbreaking moment that changed Mary Ann’s career forever

    ✅ Why traditional estate planning often fails families when they need it most

    ✅ The #1 mistake that could leave your loved ones unprotected

    ✅ How to ensure your estate plan actually works—not just exists

    ✅ What Mary Ann is doing differently to truly protect families and their legacies


    Contact Info:

    Mary Ann Wehr

    Great Lakes Center for Estate Planning PLC

    12935 S. West Bay Shore Dr.

    Suite 135

    Traverse City, MI 49684

    (231) 633-3282


    Website:

    https://greatlakescenterforestateplanning.com/


    Email:

    [email protected]


    LinkedIn:

    https://www.linkedin.com/company/glcep/posts/?feedView=all


    Facebook:

    https://www.facebook.com/GLCEP


    UpNorthLive

    https://upnorthlive.com/community/chat-with-the-experts/ask-the-attorney-digital-studio/


    38 min
  • The Cost of Conflict: How Probate Can Drain an Estate

    In this episode of Estate Planning Nightmares... and How to Avoid Them, Jon Braddock sits down with attorney Roberto Seda to discuss two shocking probate cases.

    The first reveals how a seemingly simple estate turned into a bitter legal battle between two siblings—dragging on for over a year and consuming nearly 40% of the estate's value.

    The second case is a jaw-dropping story of an elderly woman who passed away with no estate plan, leading to an exhaustive search that uncovered 65 heirs!

    Tune in to learn how proper estate planning can prevent these costly and chaotic situations.

     

    Contact Information:

    Roberto L. Seda

    Seda Law Firm

    OKC Office:

    10415 Greenbriar Pl STE A, Oklahoma City, OK 73159

    Lawton Office:

    302 W Gore Blvd., Lawton, OK 73501

    405.759.0678

    https://www.sedalawfirm.com/

    [email protected]

     

    Facebook:

    https://www.facebook.com/sedalawfirmpllc/

     

    LinkedIn:

    https://www.linkedin.com/company/seda-law-firm-pllc/posts/?feedView=all

     

    YouTube:

    https://www.youtube.com/@sedalawfirmpllc

     

    Instagram:

    https://www.instagram.com/SedaLawFirmPLLC/

    32 min
  • "Scavenger Hunts, Forgotten Plans, and Estate Planning Nightmares"

    In this special episode of Estate Planning Nightmares and How to Avoid Them, Jon Braddock joins the Ask the Attorney live stream, hosted by Miya Ingel, evening Anchor of UpNorthLive and Mary Ann Wehr of Great Lakes Center for Estate Planning.

    Jon shares the story that set him on the path to revolutionizing estate planning after a family tragedy, and how the Legacy Vault by My Life and Wishes is making the "morbid scavenger hunt" a thing of the past.

    The conversation dives deep into the importance of planning for life's uncertainties, including heart-wrenching real-life cases of young families and unexpected deaths, highlighting the emotional and financial chaos that can follow. With humor and insight, Jon, Maryann, and Maya discuss why "talking about death won’t make you dead" and why estate planning is the greatest gift you can leave for your loved ones.

    Jon also reveals his mission to help a million families avoid the same nightmare he endured and shares how his platform and podcast aim to spread awareness. Don’t miss this thought-provoking episode that’s both a wake-up call and a guide to

    making life easier for the people who matter most.


    https://www.mylifeandwishes.com/

    https://greatlakescenterforestateplanning.com/

    https://upnorthlive.com/



    33 min
  • "From Litigation to Legacy: Attorney Libby Banks on Estate Planning Essentials"

    In this episode of Estate Planning Nightmares and How to Avoid Them, host Jon Braddock sits down with Attorney Libby Banks, owner of The Law Office of Libby Banks. Libby shares her journey from high-profile litigation to becoming a passionate advocate for customized estate planning. Together, they dive into key topics, including:

    • The emotional and financial toll of contested probate
      • cases.
      • The essential elements of a solid estate plan.
        • The differences between wills and trusts—and when each is
          • appropriate.
          • Tailoring estate plans for individuals without close
            • family members.
            • Common misconceptions about estate planning and
              • actionable advice for listeners at every stage.

              Tune in for an insightful conversation filled with practical tips and inspiring stories that underscore the importance of proactive planning.


              Contact Information:

              Libby Banks

              The Law Office of Libby Banks

              5010 E. Shea Blvd, Suite 205

              Scottsdale, AZ 85254

              602-375-6752

              https://libbybanks.com/

               

              Facebook:

              https://www.facebook.com/Libbybankslegal

              LinkedIn:

              https://www.linkedin.com/in/libby-banks-287b106/

              YouTube:

              https://www.youtube.com/channel/UCkxxknvSpEhSpn8MxnEobaA

               

               

               


              36 min
            • The Missing Piece in Estate Planning with Jon Braddock

              In this enlightening episode I am interviewed by attorney Libby Banks and her associate, Alison Gloss, on The Law Office of Libby Banks Podcast.

              Jon Braddock is founder of MyLifeandWishes.com and author of "Click Here When I Die: Make Things Easier for Those You

              Love".

              Jon shares the personal story that inspired him to create the Legacy Vault, a secure end-of-life planning and document storage solution designed to simplify estate management for your loved ones. After navigating the complex and overwhelming process of handling his father-in-law's unexpected passing, Jon realized the critical importance of organizing life's essential details.

              Key topics covered in this episode:

              • The Hidden Challenges of Unprepared Estates: Jon recounts the scavenger hunt-like experience of locating assets, accounts, and important documents after a loved one's death.

              • Introducing the Legacy Vault: How this tool serves as the missing piece in a complete estate plan by securely storing and organizing vital information.

              • Digital Assets and Modern Estate Planning: The significance of documenting online accounts, cryptocurrencies, and digital footprints to ensure nothing is lost or inaccessible.

              • Authorized Users and Access Control: Understanding how to grant access to trusted individuals when it's needed most, without compromising security.

              • Overcoming the Overwhelm: Practical advice on starting small and gradually building a comprehensive roadmap for your family.

              • The Importance of Communication: Encouraging open discussions about end-of-life wishes to prevent added stress and confusion during difficult times.


              Whether you're just beginning to consider estate planning or looking to enhance your existing plan, this episode offers valuable insights into making the process smoother and more effective.

              Listen now to discover how proactive planning with tools like the Legacy Vault can protect your family's future and provide peace of mind for everyone involved.

              For more information on estate planning or to schedule a consultation, visit The Law Office of Libby Banks or contact them at 602-375-6752.

              To learn more about the Legacy Vault powered by My Life & Wishes, visit:

              https://www.mylifeandwishes.com/

              33 min
            • Pet Trusts: Protecting Your Furry Family Members with Marjorie Desmond

              Welcome to another episode of Estate Planning Nightmares and How to Avoid Them! In today’s episode, we’re diving into a topic that’s close to the hearts of many: ensuring the care of your beloved pets through thoughtful estate planning.

              I’m joined by Marjorie Desmond, a Personal Family Lawyer and the founder of Desmond Law. Marjorie is passionate about helping families craft estate plans that reflect their values and protect their loved ones—even the four-legged members of the family.

              During this episode, we discuss:

              • What is a Pet Trust? A simple yet powerful tool for ensuring your pets are cared for if something happens to you.

              • Why Pet Trusts Matter: Avoid the risks and unintended consequences of not planning for your pets’ future.

              • Real-Life Examples: Heartwarming and cautionary tales that highlight the importance of Pet Trusts.

              • How to Set One Up: Key steps to create a legally binding Pet Trust, from choosing caretakers to funding the trust.


              Whether you’re a dog lover, a cat enthusiast, or someone who just wants to ensure their furry (or feathered) family members are safe and cared for, this episode is a must-listen!

              About Our Guest:

              Marjorie Desmond is a seasoned estate planning attorney with decades of experience helping families protect their loved ones and avoid legal pitfalls. A graduate of Stanford University and Loyola Law School, Marjorie shifted her focus to estate planning after witnessing the challenges families face when tragedy strikes unexpectedly.

              When she’s not crafting estate plans, Marjorie enjoys horseback riding, playing classical piano, and spending time with her family—including her horse, Sunny.


              Contact:

              Marjorie Desmond

              Desmond Law, PLL

              10565 N. 114th Street

              Suite 113

              Scottsdale, AZ 85259

              480-848-9550

              https://azlegacylawyer.com/


              Follow Marjorie:

              Facebook

              https://www.facebook.com/azlegacylawyer


              Instagram

              https://www.instagram.com/desmondlawaz/


              LinkedIn

              https://www.linkedin.com/in/marjorie-desmond-25091713/



              31 min
            • Lessons from a Father’s Passing with Ryan Anderson

              In this heartfelt and insightful episode of Estate

              Planning Nightmares...and How to Avoid Them, host Jon Braddock sits down with Ryan Anderson, Senior Financial Advisor, fiduciary, and managing partner at Retirement Fundamentals. Ryan shares the deeply personal story of his
              father’s passing and the challenges his family faced in locating important documents during an already emotional time.

              Drawing from his own experience and over 30 years in

              financial consulting, Ryan discusses the critical importance of organizing and securing essential paperwork, creating a comprehensive estate plan, and ensuring loved ones are prepared for the unexpected.

              Whether you’re just starting to think about estate planning

              or looking to refine your existing plan, Ryan offers actionable advice to help you, and your family avoid unnecessary stress and heartache. Don’t miss this episode filled with valuable lessons, practical tips, and inspiration to take control of your legacy.

              Listen now to learn how to turn estate planning nightmares into peace of mind for you and your loved ones!

               

              Contact Info:

              Ryan Anderson

              https://retirementfundamentals.org/

              31 min
            • Unlocking Credibility: How a Book Can Transform Your Business with Michael DeLon

              In this powerful episode of Estate Planning Nightmares

              and How to Avoid Them, I sit down with Michael DeLon, #1 Amazon Best-Selling Author and America’s Foremost Authority on Credibility Marketing.

              Michael shares his deeply personal experience of helping a friend's widow navigate the overwhelming challenges following her husband’s death—a journey that inspired him to write his book, Walking with Your Widow.

              We discuss how our Legacy Vault platform resonated with

              Michael and how it can help families during life’s toughest transitions. From there, we shift gears to explore the idea that everyone has a book inside them.

              Michael reveals how he helps attorneys, financial advisors, and other business owners turn their expertise into a book without writing a word—and how being an author can establish you as a trusted authority, attract more clients, and grow your business.

              Tune in to learn why writing a book is one of the best tools

              for building credibility, the transformative power of a clear message, and how
              you can get started on your journey to becoming a published author.

              💡 Free Resource: Discover your

              credibility score with Michael’s Credibility Calculator at https://thecredibilitycalculator.com/


              Visit Michaels Website:

              https://paperbackexpert.com/


              📚 Whether you’re looking for estate

              planning insights or inspiration to write your own book, this episode has something for everyone!

              Subscribe now and join the conversation!

               

              33 min
            • "Veterans Day Special: Protecting the Legacy of Our Heroes"

              "This Veterans Day, we pay tribute to our veterans and

              active-duty members with an episode dedicated to the importance of estate planning for military families. We dive into the unique aspects of military life – relocations, deployments, and benefits – and why a solid estate plan is
              crucial to safeguarding their families and legacy."


              Thank You To All Who Have Served and Those Who Continue To Serve!

              4 min

            About Estate Planning Nightmares .....and how to avoid them!

            From the publisher's feed

            Welcome to "Estate Planning Nightmares...and How to Avoid Them!" - the podcast that delves into the fascinating and often unsettling world of estate planning gone awry, while providing you with invaluable insights to ensure your own estate planning journey is smooth and stress-free.

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