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

On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney Marjorie Desmond. Marjorie and I discuss the importance of updating your estate plan, ensuring it is funded properly and why it is critical to have your plan reviewed if you move to a new state!!!

Imagine leaving a large sum of money to someone, you thought had been disinherited!!!

Marjorie is a Personal Family Lawyer. She has a passion for families and making sure that your wishes are carried out if something happens to you.

She chose to practice in a way that provides thoughtful, continuing estate planning care – providing a customized plan that continues to work for you even as life changes.

In her practice, she focuses on family protection, value-based planning and planning for blended families.

Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, she will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

She attended Stanford University for my undergraduate education (1989), and Loyola Law School, Los Angeles (1992). And was a Note and Comment Editor on Law Review and published her own article.

After graduation, she practiced maritime law with a maritime law firm in Long Beach, CA and then moved to the large law firm of Graham & James, LLP in Los Angeles, handling maritime litigation and complex commercial litigation.

She segued into public service in 1998, taking a position with U.S. Customs as in house counsel for U.S. Customs and Border Protection before moving to Arizona.

Marjorie was admitted to practice law in California in 1992 and Arizona in 2010 after her move to Scottsdale. She practiced commercial litigation in Scottsdale for several years before changing her focus to help people proactively plan to avoid litigation and protect their families through thoughtful estate planning.

After seeing a number of young parents pass away, she wanted to make sure people had a plan for their families. Marjorie is passionate about helping people ensure their family will get through any emergency with as few legal problems as possible.

She is admitted to five Federal district courts, the United States Ninth Circuit, the Arizona and California bars, and was admitted to practice before the United States Supreme Court in 2019. She is also a member of Wealth Counsel and the Maricopa County Bar Association.

Marjorie deeply enjoys contributing to her community and has volunteered with a number of organizations – with and for her children as they were growing up, and her legal community, in a professional capacity.

In her spare time, she enjoys spending time with family, reading, traveling, playing classical piano and horseback riding. Marjorie has been married for 30 years, has two adult children and a horse named Sunny.

Contact Marjorie:

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/

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On this episode of Estate Planning Nightmares…..and how to avoid them! I am joined by attorney David Taylor. David and I discuss the problem with digital identities and unknown businesses!

David is the owner of Twin Falls Estate Planning. In the great state of Idaho!

He is the most irreverent attorney you’ll ever meet.

He hates the way the government spends money and wants to make sure the government doesn’t get a dime more than it has to when someone dies.

He also hates court and controversy. You might wonder why he became an attorney, and so does he.

Rather than solving difficult legal problems, David loves helping people plan for their future and help create a legacy.

David and his wife, Kellie, in his spare time, raise 8-year-old boy-girl twins Shane and Korie.

David resided in the Boise area for most of his life. He attended Boise State University, where he learned more about football than anything else.

In 2018, after completing law school at Concordia School of Law, his family settled down in Twin Falls.

Twin Falls Estate Planning was recently voted as Idaho’s Best Estate Planning Firm.

Contact David:

Twin Falls Estate Planning, PLLC

1505 Madrona St. N.,

Building 1000, Suite 100

Twin Falls, ID 83301

Phone: (208) 733–7200

Email: [email protected]

Web: https://twinfallsestateplanning.com/

Follow David on Social Media

Facebook

https://www.facebook.com/tfestateplanning/

LinkedIn Firm Profile

https://www.linkedin.com/company/twin-falls-estate-planning-pllc/

LinkedIn

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

Instagram

https://www.instagram.com/tfestateplanning/

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Join us for another episode of Estate Planning Nightmares.....and how to avoid them!

My guest Heidi Thompson “The Legacy Lifeguard” and I will discuss Dirty Deeds and Something (Someone) has gone missing!

Heidi is the owner and sole attorney of Lifeguarding Legacies, a concierge firm that does the estate planning at her client's kitchen tables!

Heidi spent 15 years in public education as a counselor and behavior coach prior to practicing law. Heidi has lived all over the country and calls herself a Washing-Flora-Virgi-Texa-Cali-Zonian. She has shared this journey with her husband of 32 years, her two grown children, and now two grandbabies.

Heidi's superpower is taking complex ideas and breaking them down into what she calls sixth-grade blog speak and she is the author of “Lifeguard Your Legacy”! A book that she published to break down estate planning for Arizona.

Contact Heidi:

Heidi J. Thompson, Ed.M.

Concierge Estate Planning Attorney

Lifeguarding Legacies, PLLC

(602) 529-1827

https://www.lifeguardinglegacies.com

[email protected]

Follow Heidi

LinkedIn:

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

Facebook:

https://www.facebook.com/lifeguardinglegacies

Join us for another episode of Estate Planning Nightmares.....and how to avoid them!

My guest Ilya Lyubimskiy and I will discuss something worse than a DIY Will, a DIY Trust!  Yikes!

Ilya is the founder and managing attorney of Premier Legacy Law. Ilya is knowledgeable and experienced in estate planning, wills and

Ilya is passionate about empowering people with the knowledge and resources they need to make informed legacy planning and estate administration decisions. He regularly educates both members of the public and other professionals on various legal topics within the legacy planning and estate administration realms.

Ilya graduated from the University of Denver Sturm

Beyond his legal pursuits, Ilya cherishes time spent with

Ilya Lyubimskiy

Premier Legacy Law

8400 East Prentice Ave, Suite 1500
Greenwood Village, CO 80111

Phone: (303) 409-7770

[email protected]

https://premierlegacylaw.com/

Follow Ilya:

LinkedIn:

https://www.linkedin.com/in/ilya-lyubimskiy-127449222/

Facebook:

https://www.facebook.com/premierlegacylaw/

Instagram:

https://www.instagram.com/premierlegacylaw/

Join us for another episode of Estate Planning Nightmares.....and how to avoid them!

My guest Valerie Pasion and I will discuss 2 estate

1.   The homeless man who got a plan

2.  The greedy son

About Valerie:

Valerie Pasion is an attorney specializing in Estate Planning.

She currently lives in Orange County with her husband Roland (who happens to also be her high school sweetheart).

Together they have four children ages 6, 10, 13 and 14.

Valerie graduated Summa Cum Laude from UCI in 2005. In 2009, she received her JD from the UCLA School of Law…Go Bruins.

Valerie is currently with The Asset Protection and Elder Law Center, in Irvine, CA in which she considers her second family.

In her free time, she likes to…wait, let’s be real, I know Valerie and she does not have free time =) 

Contact Valerie:

Valerie Pasion

Asset Protection & Elder Law Center

17702 Mitchell N #101
Irvine, CA 92614

Phone: (714) 966-2646

[email protected]

[email protected]

https://www.assetprotectioncenter.com/

Follow Valerie on LinkedIn

https://www.linkedin.com/in/valerie-pasion-esq-2a18a744/

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Join us for another episode of Estate Planning Nightmares.....and how to avoid them! It's time for New Year's Resolutions!

And today we are talking about one that should not be overlooked!

Here is what you'll learn:

1. Introduction

• The importance of estate planning as a New Year's resolution for everyone, including single adults and young families

2. Estate Planning for Single Adults

• Misconception: Estate planning is not just for the wealthy or elderly

• The necessity of estate plans for single adults

• Asset distribution concerns

• Importance of specifying beneficiaries beyond immediate family

• Healthcare directives and power of attorney

• Ensuring decisions align with personal values and wishes

3. Estate Planning for Young Families

• The critical role of estate plans in safeguarding children’s future

• The process of specifying guardianship in a will

• The function of trusts in managing children’s inheritance

• The broader implications of estate planning for young families

4. Taking Control Through Estate Planning

• Estate planning as a form of taking charge of future uncertainties

• Avoiding the burden on loved ones during difficult times

5. Getting Started with Estate Planning

• Practical steps to initiate estate planning

• Importance of professional advice

6. Additional Resources

[email protected]

Follow me on LinkedIn

Website

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Join us for another episode of Estate Planning Nightmares.....and how to avoid them!

My guest Ledly Jennings and I will discuss 2 estate planning mistakes:

1.   Overlooked Assets

2.   Poorly Drafted Plan

About Ledly:

He started his own firm after three years at Stephens, Inc., which is Arkansas’ largest investment bank. That experience, along with his time at Stan Miller Law has given him unique expertise to serve clients with a high net worth, helping them preserve their legacy.

Ledly has practiced in estate planning, business and tax planning, probate, and trust administration, and incorporating various strategies to preserve family legacies. He is focused on representing agricultural and farming clients, high-net-worth individuals, and family-owned and closely held businesses in all aspects of estate planning.

Ledly’s education includes a Juris Doctor (J.D.) from the University of Arkansas at Little Rock, William H Bowen School of Law, and a Masters in Business Administration from the University of Arkansas at Little Rock.

Contact Information:

L Jennings Law

535 E Main St

Magnolia, AR 71753

(501) 501-9455

https://ljenningslaw.com/

Follow Ledly on LinkedIn and Facebook:

https://www.linkedin.com/company/ljenningslaw/

https://www.facebook.com/profile.php?id=100092744342141

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Think Different by Scott Holmes Music

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Join us for another episode of Estate Planning Nightmares.....and how to avoid them!

My guest Kristen Boone and I will discuss 3 key estate planning themes:

About Kristen:

She is the owner of Boone Legal, an estate planning firm located in Stow, Ohio. Boone Legal serves clients throughout northeast Ohio and has practiced exclusively in the estate planning field since 2015. 

Kristen has served clients throughout the whole spectrum of planning, making it her mission to help people avoid the emotionally and financially draining probate process.

Her personal experience in navigating this process after the loss of her own loved one, has contributed to a law practice that is not only successful but also uniquely empathetic. 

Boone Legal helps people and families create certainty…. in life’s uncertain moments… by creating custom estate plans for their clients that WILL WORK when you and your loved ones need it most. 

You can contact Kristen here:

Kristen Boone, ESQ

Boone Legal LLC

4466 Darrow Road, Suite 18

Stow, Ohio 44224

(330) 968-6003

https://www.boonelegal.com/home

[email protected]

Be sure to follow Kristen on Facebook, Instagram, and LinkedIn:

https://www.facebook.com/boonelegal/

https://www.instagram.com/boonelegal/

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

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Join us for another episode of Estate Planning Nightmares.....and how to avoid them!

Today we delve into the world of estate planning with Attorney Robert Chesser, founder of Chesser Legal Solutions in Knoxville, TN. Discover the ins and outs of creating a client-focused legal practice, the transition from family law to estate planning, and the innovative virtual aspects that make estate planning straightforward.

Plus, get a glimpse into Robert's unique lifestyle as he and his wife travel the country while fulfilling contracts for healthcare facilities. Tune in for insightful conversations and legal expertise that simplifies the complexities of estate planning."

Contact Information:

Robert Chesser, Jr., Esq.
Founder and Managing Attorney

Chesser Legal Solutions, PLLC

(865) 500-3050

 https://chesserlegal.com/

[email protected]

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In this insightful episode, I sit down with Joshua Love, a licensed financial professional and attorney specializing in estate planning, probate administration, trust administration, guardianship, and conservatorship at Pennington Law. Josh shares his personal journey and the profound motivation behind his commitment to estate planning. Learn from his firsthand experience as he discusses the challenges his own family faced following a loved one's passing due to the absence of a proper estate plan.

Discover the common misconceptions about estate planning, the critical importance of tailored estate plans, and the potential issues that can arise without one. Josh provides practical advice for those who may be hesitant to start the estate planning process and emphasizes the significance of ongoing reviews and updates. Join us for another quick dive into estate planning, empowering your future, and protecting your legacy.

Contact Information:

Joshua E. Love, ESQ

Pennington Law, PLLC

[email protected]

https://www.penningtonestateplanning.com/

623-292-5305

Podcast opening music:

Think Different by Scott Holmes Music

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