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

In this episode of Estate Planning Nightmares and How to Avoid Them, we’re joined by Medicare and financial services expert Kylee Mollotte.

With a background rooted in teamwork and perseverance from her early days on a farm in Washington, Kylee brings a fresh and highly personalized approach to Medicare planning.

She shares the critical role of Medicare within a comprehensive estate plan and highlights common missteps to avoid when choosing coverage options.

Kylee’s insights offer a guiding light for anyone looking to integrate their healthcare decisions into a secure financial legacy, ensuring peace of mind for themselves and their families.

Join us as we explore the intersecting worlds of Medicare, financial planning, and estate security—making the complex simple and the unknown manageable. 

Contact Information:

Kylee Mollotte

Annuity Fundamentals

Retirement Fundamental

(888) 853-6168⁠

[email protected]⁠

For Agents:⁠

https://annuityfundamentals.com/⁠

For Individuals and Clients: ⁠https://retirementfundamentals.org/⁠

Podcast Links:

Spotify:⁠

https://podcasters.spotify.com/pod/show/annuity-fundamentals⁠

YouTube:⁠

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

In this episode of Estate Planning Nightmares...and How to Avoid Them, I am joined by Andre Pennington, an Arizona estate planning lawyer and financial professional with a

Andre shares his journey into estate planning, driven by personal experiences and a dedication to shielding loved ones from unexpected challenges. With insights from his military career and years of courtroom experience, he discusses strategies for safeguarding assets, the common pitfalls of estate planning, and his advocacy for vulnerable populations. Listen in as Andre shares his wisdom on leaving a lasting legacy through careful planning and community involvement.

Contact Information:

Andre L. Pennington, ESQ.

Pennington Law, PLLC

15331 W. Bell Rd
Suite 318
Surprise, AZ 85374

Phone: 623-229-0463

Web: https://www.penningtonestateplanning.com/

Universal Wealth

Follow Andre on social media:

Facebook:

https://www.facebook.com/penningtonlawarizona/

LinkedIn:

https://www.linkedin.com/company/pennington-law/posts/?feedView=all

YouTube:

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

Learn more about Arizona’s Children Coalition:

https://www.az4kids.org/

"In this special episode of Estate Planning

Estate planning isn’t just for the wealthy or the elderly—it’s for everyone. Jon explains why now is the

Don't wait—take action this week!"

In this episode of Estate Planning Nightmares… and How to Avoid Them!, host Jon Braddock is joined by seasoned estate planning and probate litigation attorney Paul Deloughery, who brings over 25 years of experience to the discussion.

Paul shares his personal story of inheriting $14 million and losing a significant portion of it due to a lack of preparation, an experience that inspired him to write

Together, they delve into some common estate planning pitfalls, including parents trying to save money by not formalizing an estate plan, last-minute document changes

Tune in for practical insights on how to avoid these all-too-common nightmares and ensure your family is truly prepared for the future.

Contact Info:

Paul Deloughery, ESQ.

Sudden Wealth Protection Law

7600 N. 15th Street

Phoenix, AZ 85020

Phone: 602-443-4888

Email:

[email protected]

Website:

https://suddenwealthprotectionlaw.com/

LinkedIn:

https://www.linkedin.com/in/pauldeloughery/

Get Paul’s Books on Amazon:

Lasting Wealth:

https://www.amazon.com/Lasting-Wealth-Revolutionary-Method-TransferTM/dp/B099TLJR5X/

Probate Made Simple:

https://www.amazon.com/Probate-Made-Simple-Ensure-Harmony/dp/B0CXD3QK6X/

In this episode of Estate Planning Nightmares, host Jon Braddock sits down with Meghan Stokes, founder of the Law Office of Meghan Stokes LLC, to explore the crucial steps families can take to avoid the chaos and heartache that comes with improper estate planning.

Meghan shares a powerful story of a family torn apart by legal battles after a tragedy and highlights how simple estate planning tools—like trusts and guardianship nominations—can protect your loved ones from the unexpected. She also provides expert advice on involving family members in the process and keeping your plans up to date.

Whether you’re a parent with young children or someone just starting to think about estate planning, this episode is packed with practical tips to give you peace of mind.

Don’t wait until it’s too late—start planning today!

Contact Meghan:

Law Office of Meghan Stokes, LLC

161 N Clark St.

Suite 1700,

Chicago, IL 60601

(by appointment only)

Phone: 312-890-9581

Email: [email protected]

Website: https://www.meghanstokeslaw.com/

Follow Meghan on Social:

LinkedIn: https://www.linkedin.com/in/lawofficemeghanstokes/

Facebook: https://www.facebook.com/lawofficemeghanstokes

In this episode of Estate Planning Nightmares...and How to Avoid Them, host Jon Braddock sits down with Certified Elder Law Attorney Steven Michael McClelland, owner of McClelland Law Firm, P.A. in Central Arkansas. Steven shares his experiences from the front lines of estate planning and probate, including a cautionary tale of a poorly crafted DIY will that left an estate to an unintended party!

Tune in as Steven explains why DIY estate planning can lead to disastrous outcomes, and what you can do to ensure your legacy is protected. We also dive into common estate planning mistakes, the importance of elder law in protecting aging loved ones, and tips for avoiding probate. Whether you’re just starting to plan your estate or need to make updates, this episode will give you the insights needed

McClelland Law Firm, P.A.

135 Shadow Oaks Drive

Sherwood, Arkansas 72120

(501) 834-2070

https://mcclellandfirm.com/

[email protected]

Follow Steven Facebook:

https://www.facebook.com/mcclellandfirm

In this episode of Estate Planning Nightmares, we are joined by Jacqueline Cara, founder of Cara Law and an expert in estate and special needs planning. Jackie shares her personal journey from a trial attorney to becoming a passionate advocate for families like her own, raising children with unique needs.

Through real-life stories, Jackie explains the devastating consequences of inadequate estate planning, including one young widow left struggling after her husband unexpectedly passed without updating his beneficiaries, and another couple whose lack of planning jeopardized their disabled daughter’s future.

Jackie also highlights the importance of making critical decisions regarding guardianship, trusts, and long-term care before it’s too late. This episode is a must-listen for families seeking to secure their legacy and protect their loved ones from the chaos that can follow when estate planning is overlooked. Tune in for valuable insights on how to avoid these all-too-common nightmares and ensure your family’s future is safe and secure.

Cara Law

1225 Franklin Avenue, Suite 325

Garden City, NY 11530

516-271-9200

www.jackiecaralaw.com

[email protected]

Follow Jackie on Social:

Instagram:

https://www.instagram.com/caralaw21/

Facebook:

https://www.facebook.com/Jackiecaralaw

YouTube:

https://www.youtube.com/@caralaw6925

LinkedIn:

https://www.linkedin.com/in/lifetimeplanner/

In this episode of "Estate Planning Nightmares," I'm thrilled to introduce a truly inspiring guest, Yuki Ku, the founder of Roots and Wings Legal based in Walnut Creek, CA. Yuki's impressive legal journey began in the high-stakes world of Corporate Mergers and Acquisitions, Emerging Companies,

However, Yuki's path took a profound turn in 2022 when her father suddenly passed away without an estate plan. This deeply personal experience exposed her to the chaos and pain that can ensue when a family is unprepared for such a

Join us as Yuki shares her journey from the corporate world to founding a firm dedicated to helping families preserve their legacies. We’ll discuss how she combines her extensive corporate law background with a heartfelt commitment

Contact Info:

Roots and Wings Legal, P.C.

1990 N California Blvd, Suite 800

Walnut Creek, CA 94596

925.289.8990

Email:

[email protected]

Website: 

https://rootsandwings.legal/

Follow Yuki on Social:

Instagram:

https://www.instagram.com/rootsandwingslegal/

Facebook:

https://www.facebook.com/rootsandwingslegal

YouTube:

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

LinkedIn:

https://www.linkedin.com/in/askyukiku/

TikTok

https://www.tiktok.com/@lawyeryuki

In this compelling episode of Estate Planning Nightmares, we sit down with Jacqueline Price, a flight attendant whose life took an unexpected turn during a layover in Paris. Jacqueline shares the heart-wrenching story of receiving the news of her mother’s passing and the challenging aftermath of managing her estate without a will. As an only child, Jacqueline faced a maze of legal hurdles and substantial costs, which opened her eyes to the critical importance of proactive estate planning.

Driven by her personal experience, Jacqueline founded "Your Life Your Legacy," a platform dedicated to educating and assisting others in establishing comprehensive estate plans. Join us as Jacqueline recounts her journey from grief to advocacy, offering invaluable insights and practical advice on how to safeguard your future and spare your loved ones from unnecessary financial and emotional burdens. This episode is a must-listen for anyone who wants to ensure their legacy is handled with care, consideration, and compassion.

Connect with

Email:

[email protected]

Phone:

716-430-6591

LinkedIn:

https://www.linkedin.com/in/iamjacquelineprice/

https://www.linkedin.com/in/life-legacy/

Website:

https://www.life-legacy.co/

Join us on this enlightening episode of “Estate Planning Nightmares…..And How To Avoid Them!”,  as we sit down with Tim Semro, author and seasoned estate attorney, to dive into the essential yet often overlooked world of estate planning.

In his new book, "Your Money, Your Way" , Tim brings to life the critical importance of thoughtful asset distribution through engaging stories from his professional experience. We'll explore the nuances of planning for special needs families, ensuring fairness in asset distribution, and the impactful role of charitable giving. Whether you're just starting to think about estate planning or looking to refine your existing arrangements, this episode offers invaluable insights into securing your legacy and safeguarding your loved ones’ futures.

Tim’s Book Give-A-Way 

(Simply send an email to the email address below)

⁠[email protected]⁠

Connect with Tim:

LinkedIn:

https://www.linkedin.com/in/tim-semro-8744027/

Website:

https://www.semrohenry.com/

Get Tim’s Book on Amazon:

https://www.amazon.com/dp/B0D6LY94RJ?