Are you prepared for the unexpected when it comes to your estate? Most people aren’t—and the cost of waiting can be overwhelming. This episode of Legacy Leaders explores why proactive planning is critical and how a few simple steps today can protect your legacy tomorrow.

In this episode of Legacy Leaders, guest host Vance Bennett sits down with Jessa M. Gary, elder law and estate planning attorney at Isaac Wiles Law Firm. Together, they explore the essentials of estate planning and elder law, sharing valuable insights and practical tips for listeners. Jessa draws from her extensive experience to discuss common pitfalls, complex probate situations, and the importance of taking action early, offering actionable advice for families, retirees, and anyone thinking about their future.

This episode is a must-listen for anyone who wants to protect their assets, support loved ones, and avoid unnecessary legal challenges.
Key Takeaways:
● Start Sooner, Not Later: Waiting to create an estate plan can lead to unnecessary complications and costs.
● Avoid Probate in Multiple States: Snowbirds and out-of-state property owners need a coordinated strategy to avoid dual probate.
● Update Beneficiaries Regularly: Keeping account beneficiaries current is one of the easiest and most overlooked steps.
● A Will Is Not Optional: Without a will, the state decides where your assets go—even if that’s not what you wanted.
● Keep Clients Close: Ongoing relationships are key—estate plans should be updated as life changes.
Quotes from Jessa M. Gary:
● “If you don’t have estate planning documents in place, the state of Ohio is going to make one for you.”
● “Being proactive saves your family time, stress, and money later on.”
● “I just want to help people—and be their go-to resource for whatever they need.”
🔗 Conclusion:
Proactive estate planning isn’t just smart—it’s essential.

Connect with Jessa:
Website:  https://www.isaacwiles.com/professional/jessa-m-gary/

With Your Guest Host Vance Bennett:
As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves.

Connect with Vance:
www.VBQ1.com

www.Know-Parallel.com

www.OFlowTax.com

https://www.facebook.com/VanceBennettFinancialServices/

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