Legacy Talk Podcast

How to Create a Simple and Effective Estate Plan: A Step-by-Step Guide


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Ever wondered why estate planning feels like a luxury for the ultra‑wealthy? What if I told you it’s actually the simplest way to protect your family’s future—no legal maze, no big budgets? In today’s Legacy Talk episode, I show you how to inventory every asset (yes, even that childhood spoon collection), weigh the pros and cons of a will vs. a revocable living trust, and assemble your dream team of executors, trustees, and guardians. Ready to turn “someday” into today?

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Legacy Talk PodcastBy Attorney James Jones