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Season 4, Episode 4: WTF is an estate plan?
Welcome to another buzzkill week here on the Women on the Verge pod!
Close your eyes and think of the adult task YOU KNOW YOU SHOULD’VE ALREADY DONE but still haven’t….
Let’s learn about estate-planning!!! That’s the bad news. But the good news is our charming special guest Carlotta Garza-Kilcullen, an Austin-based estate planning attorney, helps the medicine go down very easily. By the end of your listen, you’ll want to find your own Carlotta to help you make a plan and sign it in all the right places.
What’s “power of attorney” and how can we get it for free without a lawyer? Carlotta tells us!
What are the risks of DIY online cheapo legal forms? Carlotta tells us!
Why aren’t estate plans one and done in our lifetimes? Carlotta tells us! (Though it’s a sore spot for Caitlin.)
Carlotta very nicely and supportively reminds us that estate plans aren’t just about death, they’re also about having a say in our lives if we lose capacity to make decisions for ourselves. The estate plan isn’t only a boring pile of documents with random initials and signature lines, she claims, it’s actually the empowerment plan that ensures what happens before and after your death aligns with your values and wishes. What do we think about this?
She also gives super helpful advice about how to find and screen a good estate-planning attorney when you get inspired. Team work makes the dream work!
Oh! Oh! Oh! And someone in this conversation got a shocking high school graduation present and it wasn’t Caitlin or Sara. Have you ever heard of this? What the what?
Ask us your dumb investing and finance questions, or just say hi! on our Ask Us page!
We have the social medias!! Here’s our Instagram and Facebook and LinkedIn.
This episode was edited by our co-producer Kelly West. Music by Bad Bad Hats and Devmo.
View all episodes
By Caitlin Meredith and Sara GlakasWelcome to another buzzkill week here on the Women on the Verge pod!
Close your eyes and think of the adult task YOU KNOW YOU SHOULD’VE ALREADY DONE but still haven’t….
Let’s learn about estate-planning!!! That’s the bad news. But the good news is our charming special guest Carlotta Garza-Kilcullen, an Austin-based estate planning attorney, helps the medicine go down very easily. By the end of your listen, you’ll want to find your own Carlotta to help you make a plan and sign it in all the right places.
What’s “power of attorney” and how can we get it for free without a lawyer? Carlotta tells us!
What are the risks of DIY online cheapo legal forms? Carlotta tells us!
Why aren’t estate plans one and done in our lifetimes? Carlotta tells us! (Though it’s a sore spot for Caitlin.)
Carlotta very nicely and supportively reminds us that estate plans aren’t just about death, they’re also about having a say in our lives if we lose capacity to make decisions for ourselves. The estate plan isn’t only a boring pile of documents with random initials and signature lines, she claims, it’s actually the empowerment plan that ensures what happens before and after your death aligns with your values and wishes. What do we think about this?
She also gives super helpful advice about how to find and screen a good estate-planning attorney when you get inspired. Team work makes the dream work!
Oh! Oh! Oh! And someone in this conversation got a shocking high school graduation present and it wasn’t Caitlin or Sara. Have you ever heard of this? What the what?
Ask us your dumb investing and finance questions, or just say hi! on our Ask Us page!
We have the social medias!! Here’s our Instagram and Facebook and LinkedIn.
This episode was edited by our co-producer Kelly West. Music by Bad Bad Hats and Devmo.