The Estate Blueprint: Planning Your Future with Tom Begley

Is a Will Enough? The Need for Lifetime Planning


Listen Later

Episode Summary

Attorney Thomas D. Begley III discusses the importance of lifetime planning to complement a will in estate management. The episode explores the necessity of advanced medical directives and general durable powers of attorney to manage medical and financial decisions during incapacity, highlighting the risks of guardianship and the benefits of proactive planning to protect one’s wishes and well-being.

Key Timestamps

00:00 - Show Introduction and Welcome

01:30 - Core Documents for Estate Planning

05:00 - Role of Advanced Medical Directives

09:00 - Importance of Powers of Attorney

13:00 - Risks of Not Having Lifetime Planning Documents

17:00 - Costs and Delays of Guardianship

21:00 - Addressing Concerns About Loss of Control

25:00 - Simplifying Lifetime Planning Documents

29:00 - Key Advice for Comprehensive Estate Planning

33:00 - Conclusion and Call to Action

About the Show

The Estate Blueprint is a podcast dedicated to guiding individuals through estate planning with clarity and compassion. Featuring certified elder law attorney Thomas D. Begley III, the show provides practical insights to help families protect their legacy, prepare for life’s transitions, and ensure their wishes are honored through comprehensive estate planning strategies.

...more
View all episodesView all episodes
Download on the App Store

The Estate Blueprint: Planning Your Future with Tom BegleyBy theestateblueprint