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What happens when good intentions collide with bad advice?
In this episode of Estate Planning Nightmares… and How to Avoid Them, Jon Braddock welcomes back Attorney Jolene Blackbourn the show’s very first guest from May 2023!
Jolene shares a heartbreaking (and all too common) story about a 93-year-old father who tried to “simplify” his estate by adding his daughter to his accounts — leaving his special needs son dangerously unprotected.
Together, Jon and Jolene unpack five ways this plan can go wrong, how families unintentionally sabotage their loved ones’ futures, and what to do instead.
If you’ve ever thought, “It’ll be fine — I’ll just put my kid’s name on the account,” this episode is a must-listen.
🎧 Listen now and learn how to keep your good intentions from turning into a nightmare.
Contact Jolene at:
https://www.joleneblackbourn.com/
Follow Jolene on Instagram:
https://www.instagram.com/joleneestates/
By Jonathan Braddock4.5
44 ratings
What happens when good intentions collide with bad advice?
In this episode of Estate Planning Nightmares… and How to Avoid Them, Jon Braddock welcomes back Attorney Jolene Blackbourn the show’s very first guest from May 2023!
Jolene shares a heartbreaking (and all too common) story about a 93-year-old father who tried to “simplify” his estate by adding his daughter to his accounts — leaving his special needs son dangerously unprotected.
Together, Jon and Jolene unpack five ways this plan can go wrong, how families unintentionally sabotage their loved ones’ futures, and what to do instead.
If you’ve ever thought, “It’ll be fine — I’ll just put my kid’s name on the account,” this episode is a must-listen.
🎧 Listen now and learn how to keep your good intentions from turning into a nightmare.
Contact Jolene at:
https://www.joleneblackbourn.com/
Follow Jolene on Instagram:
https://www.instagram.com/joleneestates/

43,593 Listeners

44 Listeners