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Estate Planning Without Overwhelm: Your 12 Point Plan
Are you feeling overwhelmed just thinking about estate planning? Wish you could break through that wall and finally get your family's future squared away? You're not alone, and you're in the right place.
In today's episode, I'm taking you step-by-step through my 12 Point Guide to Estate Planning—breaking down what looks complicated into simple, bite-sized pieces that could spare your family a ton of stress, confusion, and heartache down the road.
Waiting until a crisis to figure out your plan is one of the most expensive and stressful mistakes a family can make. By following this guide, you'll see how walking through a few deliberate conversations and putting the right documents in place can be the difference between your loved ones focusing on each other or being tied up with courthouse headaches when grief hits. After listening, you'll know the essential steps to protect your family so you don't leave them scrambling or fighting when life throws the unexpected.
I break down the most important (and often overlooked) estate planning moves: clarifying your goals, organizing your assets, getting the right documents signed, planning for incapacity, safeguarding children's inheritances, updating beneficiary designations, and more, delivered in plain English, not legalese. By the end of this episode, you'll not only know what needs to be done, but you'll feel ready to tackle it with confidence and help your family avoid unnecessary drama or court battles.
You have the power to make decisions today that give you and your family real peace of mind tomorrow.
Episode Chapters and Highlights
(00:00) Step 1: Estate planning starts with YOUR goals, not a one-size-fits-all approach (02:27) Step 2: Taking inventory—what assets do you really have, and why does it matter? (04:23) Step 3: Why you shouldn't DIY your estate planning (06:17) Step 4: The must-have will—and how to do it right (07:37) Step 5: Does your family need a living trust? Here's how to tell (09:20) Step 6: The power (and pitfalls) of beneficiary designations (13:06) Step 7: Planning for incapacity with power of attorney and healthcare directive (15:13) Step 8: How to secure children's and beneficiaries' inheritances (18:32) Step 9: Reviewing your life insurance needs—don't fall short (20:14) Step 10: Estate and inheritance tax basics (and why Georgia is different) (22:18) Step 11: Don't forget digital estate planning—your passwords, photos & more (23:09) Step 12: Updating your plan—when, why, and how often
If you want every decision about your family's future to be yours, not left up to the state or the courts—this episode is for you. Give your family a true gift: a clear plan that lets them focus on each other when it matters most.
Reserve Your Spot at Our Next Estate Planning Law Group of Georgia Workshop
https://letstalkestateplanning.com/estate-planning-workshops/
Visit our website to learn more
https://letstalkestateplanning.com/
Call Us
(770) 822-2723
Watch the Podcast on YouTube
https://www.youtube.com/@estateplanninglawgroupofge137
Meet Jim Miskell
Jim Miskell is the principal attorney and founder of the Estate Planning Law Group of Georgia, James M. Miskell, PC, and practices exclusively in the areas of Elder Law, Estate Planning, and Probate. Jim began his law career more than 30 years ago as an Assistant District Attorney, specializing in prosecuting crimes against children and special victims.
For the past decade, Jim has been in private practice as The Estate Planning Law Group of Georgia, James M. Miskell, P.C. and now specializes in wills, trusts, estate planning, and elder law, helping families plan for all stages of their lives.
No two families are the same and no two estate plans are the same. Jim believes that estate planning is most effective when you understand all of your options before making any major decisions. To that end, the Estate Planning Law Group of Georgia, James M. Miskell, PC, offers free educational workshops so that clients discover potential issues and options for their families. Then, in consultation, families can make informed decisions in planning for the future.
Disclaimer:
The information provided in this podcast is for general informational and educational purposes only. It is not legal advice. If you need advice about your specific situation, please consult a qualified attorney licensed to practice in your state and experienced in the relevant area of law.
View all episodes
By The Estate Planning Law Group of GeorgiaAre you feeling overwhelmed just thinking about estate planning? Wish you could break through that wall and finally get your family's future squared away? You're not alone, and you're in the right place.
In today's episode, I'm taking you step-by-step through my 12 Point Guide to Estate Planning—breaking down what looks complicated into simple, bite-sized pieces that could spare your family a ton of stress, confusion, and heartache down the road.
Waiting until a crisis to figure out your plan is one of the most expensive and stressful mistakes a family can make. By following this guide, you'll see how walking through a few deliberate conversations and putting the right documents in place can be the difference between your loved ones focusing on each other or being tied up with courthouse headaches when grief hits. After listening, you'll know the essential steps to protect your family so you don't leave them scrambling or fighting when life throws the unexpected.
I break down the most important (and often overlooked) estate planning moves: clarifying your goals, organizing your assets, getting the right documents signed, planning for incapacity, safeguarding children's inheritances, updating beneficiary designations, and more, delivered in plain English, not legalese. By the end of this episode, you'll not only know what needs to be done, but you'll feel ready to tackle it with confidence and help your family avoid unnecessary drama or court battles.
You have the power to make decisions today that give you and your family real peace of mind tomorrow.
Episode Chapters and Highlights
(00:00) Step 1: Estate planning starts with YOUR goals, not a one-size-fits-all approach (02:27) Step 2: Taking inventory—what assets do you really have, and why does it matter? (04:23) Step 3: Why you shouldn't DIY your estate planning (06:17) Step 4: The must-have will—and how to do it right (07:37) Step 5: Does your family need a living trust? Here's how to tell (09:20) Step 6: The power (and pitfalls) of beneficiary designations (13:06) Step 7: Planning for incapacity with power of attorney and healthcare directive (15:13) Step 8: How to secure children's and beneficiaries' inheritances (18:32) Step 9: Reviewing your life insurance needs—don't fall short (20:14) Step 10: Estate and inheritance tax basics (and why Georgia is different) (22:18) Step 11: Don't forget digital estate planning—your passwords, photos & more (23:09) Step 12: Updating your plan—when, why, and how often
If you want every decision about your family's future to be yours, not left up to the state or the courts—this episode is for you. Give your family a true gift: a clear plan that lets them focus on each other when it matters most.
Reserve Your Spot at Our Next Estate Planning Law Group of Georgia Workshop
https://letstalkestateplanning.com/estate-planning-workshops/
Visit our website to learn more
https://letstalkestateplanning.com/
Call Us
(770) 822-2723
Watch the Podcast on YouTube
https://www.youtube.com/@estateplanninglawgroupofge137
Meet Jim Miskell
Jim Miskell is the principal attorney and founder of the Estate Planning Law Group of Georgia, James M. Miskell, PC, and practices exclusively in the areas of Elder Law, Estate Planning, and Probate. Jim began his law career more than 30 years ago as an Assistant District Attorney, specializing in prosecuting crimes against children and special victims.
For the past decade, Jim has been in private practice as The Estate Planning Law Group of Georgia, James M. Miskell, P.C. and now specializes in wills, trusts, estate planning, and elder law, helping families plan for all stages of their lives.
No two families are the same and no two estate plans are the same. Jim believes that estate planning is most effective when you understand all of your options before making any major decisions. To that end, the Estate Planning Law Group of Georgia, James M. Miskell, PC, offers free educational workshops so that clients discover potential issues and options for their families. Then, in consultation, families can make informed decisions in planning for the future.
Disclaimer:
The information provided in this podcast is for general informational and educational purposes only. It is not legal advice. If you need advice about your specific situation, please consult a qualified attorney licensed to practice in your state and experienced in the relevant area of law.