Estate planning is not a topic that many people like to think about or even talk about. It can be uncomfortable to consider what will happen to your assets after you pass away.

However, it is crucial to ensure that your loved ones are taken care of and that your wishes are fulfilled.

One of the main reasons people avoid estate planning is that they don't like to think about their own mortality. However, this can lead to many problems for your loved ones after you're gone.

Without an estate plan, your assets may not be distributed according to your wishes, and your loved ones may face a lengthy and costly probate process.

In this episode, I spoke with Trevor Kuresa, a dental attorney who specializes in estate planning.

He shares some valuable insights into the world of estate planning, including the 4 documents you absolutely must have.

The most important document of the 4 is the will. This outlines how you want your assets to be distributed after you pass away.

We also talk about the biggest mistakes people make when it comes to estate planning.

This is an important conversation that you should not miss. Tune in!

Key Takeaways

Why a will matters (03:31)

The process of probating a will (10:15)

Why you need to avoid probate at all costs (11:14) 

3 ways to avoid probate (13:53)

The biggest mistake when it comes to wills and trusts (26:54)

Why you need a financial power of attorney (29:11)

The medical power of attorney (35:20)

The four estate planning documents you should have (38:11)

Additional Resources

🔹 Connect with Trevor Kuresa: https://hibiscuslegal.com/

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