In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Matt Meredith, a seasoned expert in the financial planning and estate transfer space. Matt shares key insights into whether your financial advisor can handle your estate plan, the benefits of hybrid estate and financial planning, and some underrated tips for making sure your will works the way you want it to. Matt delves into important topics like blended family estate plans, common grounds for contesting a will, and how much harder probate can be when there is no plan in place. 

Explore Probate Help on Sherri's Website: WillowWoodSolutions.com

WATCH ON YOUTUBE: https://www.youtube.com/watch?v=JUu1tElHLTo

Episode Chapters
0:00 Introducing Matt Meredith - Wealth Transfer Expert
3:37 Can My Financial Advisor Also Do My Estate Plan?
9:30 Who Can Benefit from Hybrid Estate & Financial Planning?
10:39 The Great Wealth Transfer: Strategies and Mindset
16:35 No Contest Clause: Avoiding the Common Grounds for Contesting a Will
19:39 Inheriting Community Property: Self-Proving Wills and Affidavit of Heirship in Texas
24:04 Have I Done Everything I Need To for My Estate Planning Checklist?
25:19 Food For Thought: What Happens If I Were To Die Today?

ABOUT MATT:

Matt Meredith is an accomplished attorney, Certified Financial Planner™ practitioner, and investment manager with over 15 years of experience in financial planning, investment management, estate planning, tax, probate, and guardianship. As the managing member of the law office of Robert M. Meredith Law Firm, Matt focuses on providing comprehensive legal services in estate planning, business law, asset protection, probate, and more. Alongside his role at the law firm, Matt is the founder of Meredith Capital Consulting, where he offers a wide range of financial and retirement planning services, including investment management, risk management, succession planning, collateral lending, and CFO services. 

Connect with Matt

On LinkedIn: https://www.linkedin.com/in/matthewrmeredith
Website:  rmeredithlaw.com
Email: [email protected]
Tel: (832) 458-9706
 
 

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!

In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Melissa Hamilton, a Certified Professional Organizer and the owner of Valhalla Organizing. Explore the transformative power of organizing and its impact on your life during the probate season or when downsizing. Melissa shares her expertise on managing clutter, addressing hoarding tendencies, and creating personalized solutions for maintaining an organized space. Discover the benefits of hiring a professional organizer, overcome emotional barriers to decluttering, and gain practical tips for cleaning out inherited houses. Tune in for valuable insights and start your journey towards a more organized and stress-free life.

Explore Probate Help on Sherri's Website: WillowWoodSolutions.com

WATCH ON YOUTUBE: https://www.youtube.com/watch?v=lL0uTGB5Wx0

Episode Chapters

0:00 Introducing Melissa Hamilton - Valhalla Organizing
2:56 Dealing with Unexpected Turbulence in Life
5:24 How Not To Help Your Hoarder Parents
8:03 How and Why Do People Start Hoarding?
11:25 How You Can Help Someone That Hoards
14:03 Is It Worth Being A Professional Organizer?
14:52 Is it Worth It To Hire An Organizer?
18:00 Overcoming the Anxiety and Shame Around Hiring Organizing Professional
19:47 How To Clean Out An Inherited House: Insider Tips
27:16 How to Contact Melissa and GET ORGANIZED! 

ABOUT MELISSA:
Melissa Hamilton, the owner of Valhalla Organizing, is a Certified Professional Organizer dedicated to helping individuals reclaim their spaces and find serenity in their surroundings. With a profound understanding of the emotional and practical aspects of decluttering, Melissa offers personalized solutions tailored to each client's unique needs. Whether you're seeking assistance with hoarding tendencies, organizing an inherited house, or simply yearn for a more harmonious living environment, Melissa's expertise and guidance can make a significant impact.

Connect with Melissa and SAVE 20% ON A CLEANING CONSULTATION when you mention The Probate Podcast!

LinkedIn: https://www.linkedin.com/in/valhallaorganizing/
Website: ValhallaOrganizing.com
Email: [email protected]
Facebook: https://www.facebook.com/valhallaorganizing/
 
 

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!

In this episode, attorney Stephen Green sheds light on the implications of intestacy law and the potential pitfalls of passing away without a will (Like, 22 unexpected heirs showing up!). Through compelling real-life stories and practical insights, Stephen and Sherri dispel key myths about estate planning, inheritance, and preserving your legacy. Explore the best strategies for leaving property to heirs, understand the financial advantages of an estate plan during life and after death, and gain insights into choosing non-family beneficiaries. Whether you're concerned about protecting your assets, ensuring responsible beneficiaries, or safeguarding key financial benefits like Medicaid and special needs benefits, this episode offers essential knowledge to make informed decisions. It’s a must-listen! 

Explore Probate Help on Sherri's Website: WillowWoodSolutions.com

WATCH ON YOUTUBE: https://youtu.be/F5VTD2rk8oU

Episode Chapters

0:00 Introducing Stephen Green
3:54 MYTH: Estate Planning Only Deals With Wealth Transfer
5:41 MYTH: Only The Rich Need Estate Planning
7:20 MYTH: When I Die, My Property Goes To My Kids 
10:47 What is Estate in Simple Terms?
11:25 Practical Advice and Real-Life Lessons
13:20 The Texas Law That Brought In 22 Unexpected Heirs (TRUE STORY)
19:41 Protecting Inheritance: Irresponsible Heirs and Beneficiaries with Addiction or Felony Records
22:35 Protecting Special Needs, Medicaid, and Disability Benefits Through Trusts
27:10 Legal Guardianship, Power of Attorney, and Caregiver Plans 
29:46 Can I DIY My Estate Plan? (STORY: My Mistake!)
33:10 Get Help With Your Texas Estate Plan: Contact Stephen Green

ABOUT STEPHEN:

Stephen Green, an accomplished attorney at Tyler and Maderer, specializes in estate planning and business law, with a focus on serving the elderly, individuals with special needs, and their families. He is dedicated to providing compassionate legal services and assisting clients with estate planning, including preserving government benefits like Medicaid and SSD. As a proud Houstonian and graduate of South Texas College of Law, Stephen actively contributes to his community and is involved with organizations like the Houston Hispanic Bar Association and The Greater Houston LULAC Council. With his expertise and empathy, Stephen is a trusted advisor in estate planning and preserving legacies.

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!

In this episode, Michelle Mitchell, founder of Right Track Financial, shares valuable insights on how Medicare intersects with retirement planning and social security benefits. Through real stories and practical examples, Michelle guides listeners on the essential steps towards successful Medicare set-up. She offers expert advice finding the best Medicare plan that aligns with your specific needs, including coverage for your doctors, medications, and necessary services. Michelle's expertise and simple-yet-powerful tips will empower you to navigate the complexities of Medicare in your retirement planning journey. Tune in to gain the knowledge and confidence to make informed decisions for your financial well-being - and avoid the common mistakes and pitfalls people make in their retirement healthcare plans!


WATCH ON YOUTUBE: https://www.youtube.com/watch?v=n-VTB63b4m8

Episode Chapters

0:00 About Michelle Mitchell and Right Track Financial
2:35 Benefits of Working With an Independent Insurance Agent
3:58 Medicare Eligibility: What You Need to Know
4:59 Medicare 101: Understanding the Basics
7:06 Medicare Enrollment: How to Start and Change Plans
9:05 Can I Have Medicare and Employer Coverage at the Same Time?
10:12 3 Tips for Choosing the Right Medicare Plan
14:21 The #1 Mistake To Avoid in Retirement Planning
17:19 Is there Medicare Coverage for Out-of-State Travel?
18:19 Why It's Important To Talk To An Agent - Don’t Wait
23:42 Contacting Michelle Mitchell for Expert Assistance

ABOUT MICHELLE:

Michelle Mitchell is an experienced independent insurance agent and the driving force behind Right Track Financial. With a focus on life insurance, health insurance, Medicare, and retirement planning, Michelle possesses extensive knowledge in the realm of Medicare and its crucial role in retirement planning. Her passion lies in helping individuals find the right Medicare plan that covers their specific needs while avoiding the overwhelming process of sifting through countless options. Michelle's practical advice and dedication to client satisfaction have earned her a reputation for simplicity, effectiveness, and remarkable results.

Connect with Michelle:
On LinkedIn: https://www.linkedin.com/in/michelle-mitchell-362099212/ 

Website: https://righttrackfinancial.com/ 

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!

In this episode of The Probate Podcast, we're sitting down with Estate Planning Attorney Emily Taylor to make sense of the complex world of probate, estate planning, and inheritance. From understanding the impact of pre-nups and post-nups on wills to navigating probate in blended family situations, Emily's got you covered. Wondering who gets the house in Texas or how to handle inherited debt? Emily's breaking that down too. Plus, she's sharing top tips for smoother probate and letting us in on how a lawyer can actually save you money in the long run. This episode is packed with need-to-know advice for anyone in Houston, Texas, and beyond who's wrestling with probate and estate planning. So don't miss it - Emily Taylor's here to make the legal stuff a whole lot more manageable!

WATCH ON YOUTUBE: https://youtu.be/guGiMAGc3Oo

Episode Chapters

0:00 Transitioning through Legal Challenges: Houston's Probate Support
5:57 Probate Services: Who Benefits?
7:32 Timing: When to Contact an Estate Planning Attorney?
8:29 Understanding Probate: With or Without a Will
9:40 Quick Tips for a Smooth Probate Process
12:56 The Financial Truth: How Attorneys Can Save You Money in Probate
14:58 Is Probate a Rewarding Career Niche?
17:32 Navigating Wills and Inheritance: Focus on Common Law Marriage, Divorce, and Blended Families
19:34 Texas Homestead Rules: Who Inherits the House?
20:54 Debt Inheritance: What's Your Next Move?
23:03 Texas Rules: Can You Bill Probate Legal Fees to the Estate?
24:23 Navigating Statutory Probate Court: Harris County & Beyond
26:42 Avoid These Document Mistakes in Wills, Probate, and Property Transfer
31:01 Connect with Emily Taylor for Expert Estate Planning and Administration Services

ABOUT EMILY:

Emily is an accomplished attorney with Rapp & Krock in Houston, Texas, specializing in elder law, estate planning, disability planning, and probate. Her expertise encompasses various crucial areas, including wills, trusts, power of attorney, and Medicaid. Emily has a proven track record of guiding clients through complex legal matters, from lifetime planning and asset disposition to shielding estates from the Medicaid Estate Recovery Program. A graduate of Texas A&M and South Texas College of Law, Emily's intelligence, talent, and compassionate approach have earned her the trust of clients and recognition within the legal community. As a wife, mother, and daughter, Emily brings a personal touch to her work, and her dedication shines th

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!

Join us for the debut episode of The Probate Podcast as we put the host in the hotseat! Sherri Lund, your Trusted Probate Resource and founder of Willow Wood Solutions, is interviewed by entrepreneur powerhouse, Jen Gaudet. Discover Sherri's journey through the world of probate, estate planning, and senior transition real estate in Houston, Texas. We discuss why probate should be on your radar, how to avoid predatory practices, and how to approach the inevitable conversation about death and taxes. This episode is rich in practical advice and sheds light on Sherri's commitment to providing top-notch service. Whether you're dealing with probate today or planning for the future, this episode is a must-listen.

Episode Chapters

0:00 Introduction: Who is Sherri Lund?
2:37 Understanding Probate: Why it Matters
5:33 Probate Resources in Houston, Texas: What You Need to Know
7:34 Real Probate Support: Steering Clear of Predatory Practices
11:09 Tackling Taboos: Discussing Death and Taxes
15:41 Reality Check: What Probate is Truly Like
19:07 Probate Assistance: Available Now, Will or No Will
26:01 Action Plan: Steps You Can Take Today to Be Prepared

ABOUT JEN:

Jen Gaudet is an entrepreneurial powerhouse, inspiring others to become CEOs of their businesses and lives. As an international best-selling author, engaging speaker, and seasoned coach, Jen combines her profit-maximizing strategies with an energetic approach to reclaiming time and boosting success. She brings her expertise to a wider audience, both as a TV show host and as an invaluable resource for those venturing into their own entrepreneurial journeys.

And that's a wrap for The Probate Podcast’s debut episode! Be sure to subscribe so you can stay in the loop with everything probate, estate planning, and senior transition real estate. If something from this episode sparked curiosity or you need help with probate, don't hesitate to reach out. Sherri and the team at WillowWoodSolutions.com are ready to help. 

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!

Welcome to the first episode of the Probate Podcast - Be sure to subscribe to catch new episodes published every Thursday.

ABOUT THE SHOW:

The Probate Podcast, hosted by Sherri Lund, takes you on an informative journey through the complexities of probate, estate planning, and senior transition real estate in Houston and the surrounding Texas regions. Each episode provides invaluable insights, practical tips, and expert interviews, all designed to empower you with the tools and knowledge needed for confident decision-making and stress reduction. Tune in to benefit from Sherri's specialized expertise, and navigate these intricate processes with ease and understanding

ABOUT SHERRI:

Sherri Lund is your go-to guide and Trusted Probate Resource in Houston, Texas, and beyond. Sherri's passion lies in assisting individuals and families through the intricacies of probate, estate planning, and senior transition real estate. As the founder of Willow Wood Solutions, Inc., she's curated an essential resource hub to simplify estate and real estate decision-making processes. With a whole lot of warmth, understanding, and professional know-how, she's here to give you the support and guidance you need to feel confident in your journey.

Episode Chapters (YouTube Links)
0:00 Welcome to the Probate Podcast with Sherri Lund, Houston Probate Real Estate Expert
1:03 What is the scope of probate?
1:48 Approaching probate with purpose
3:20 How you can help the community

And that's a wrap for The Probate Podcast’s episode zero! Be sure to follow us so you can stay in the loop with everything probate, estate planning, and senior transition real estate. If something from this episode sparked curiosity or you need personalized guidance, don't hesitate to reach out. Sherri and the team at Willow Wood Solutions are ready to help. So, stay connected, stay empowered, and let's conquer this probate journey together.

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.

Please consider kindly rating this show so others can find it!