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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:
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/
4.3
33 ratings
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:
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/
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