For anyone with assets and belongings, children and/or pets, an estate plan is a great idea. Join us as we talk with Andy Lehner of Lehner Law Office, LLC about how to get started, the different options and what happens if we don't set up anything before we die.

This episode was hosted and produced by Anne Morehouse, original music created and performed by Caileen Viehweg.

Contact info for today's episode:

Andy Lehner, owner and primary attorney

Lehner Law Office, LLC

816 Dodd Road, Suite A

West St. Paul, MN 55118

651.222.9829

lehnerlawoffice.com

 Creating Your Estate Plan

    :31 Andy Lehner Intro

  1:15 Wills/estate plan basics

  2:08 Estate plan definition

  2:23 Beneficiary designations

  2:45 When should people start planning an estate?

  4:41 How long does it take to create an estate?

  6:28 Health care directives as part of an estate plan

  7:28 How and where to begin

  8:35 How estate law attorneys help to establish goals & values

  9:39 Case example

11:44 Why language matters for clarity in legal outcomes

13:00 Online will templates

15:29 Planning and administering by choosing your own

17:27 If NO PLANS Minnesota (+ most states) has a law of intestacy

18:19 Difference between wills and trusts

18:40 Wills are a court driven process - probate

19:24 Living trust – a legal entity that does not involve

20:30 A will or trust is dependent on an individual’s goals,

21:56 Emotions like grief and loss coupled with assets play

22:45 What is included in an estate plan

24:23 Attorneys and established professional relationships

25:10 Andy’s tip

25:30 The historical death rate among humans

25:40 The reality is we 100% will need to make a decision

25:50 Why this is important

27:57 Credits