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Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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When a Will Is Enough: The Trust vs. Will Debate And When Which Is Easier

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Manage episode 402435261 series 3484634
Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In our 27th episode, Estate Planning Attorney Nick Dupre dives into the nitty-gritty of wills, trusts, and probate, making complex legal stuff sound like a breeze. We debunk myths, like whether you really need an attorney for probate in Texas, and Nick spills golden tips on choosing the right executor and making probate a walk in the park. If you're lost in the maze of estate planning, Nick's got your back with practical advice and a touch of compassion.

There's something new to learn every week, so make sure you subscribe, hit the like button, and save this video to a playlist. If you need, help hop over to willowwoodsolutions.com to contact Sherri Lund.


EPISODE CHAPTERS

0:00 Introducing Nick Dupre

9:17 Will vs. Trust (Easier for You vs. Easier for Your Kids)

12:31 Do You Need An Attorney for Probate in Texas?

13:20 Small Estate Affidavit and Avoiding Probate

15:07 Independent vs. Dependent Executor

18:45 Tips For Choosing An Executor For Your Will

20:43 How to Make Probate Easy For Your Named Executor

24:26 How Much Does Probate Cost Including Estate Taxes?

31:49 Why Attorneys Want To Work With A Probate Specialist (Like Sherri!)

34:01 How Long Does It Take To Get a Will or Estate Plan Done?


🌟 Tips for Making Your Will/Probate Easier for the Executor:

  • Choose an executor who's organized, can manage personalities, and stays focused under pressure.
  • Keep an updated list of all your assets, passwords, and usernames in a letter of instruction for your executor.
  • Remember, grieving takes time, so make room for your executor to process emotions while handling the practical stuff.


🤝 Contact Nick Dupre, Estate Planning and Probate Attorney

Phone: 832-482-4622
Website: https://www.stanfielddupre.com/
Email: info@stanfielddupre.com
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


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!

  continue reading

36 에피소드

Artwork
icon공유
 
Manage episode 402435261 series 3484634
Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In our 27th episode, Estate Planning Attorney Nick Dupre dives into the nitty-gritty of wills, trusts, and probate, making complex legal stuff sound like a breeze. We debunk myths, like whether you really need an attorney for probate in Texas, and Nick spills golden tips on choosing the right executor and making probate a walk in the park. If you're lost in the maze of estate planning, Nick's got your back with practical advice and a touch of compassion.

There's something new to learn every week, so make sure you subscribe, hit the like button, and save this video to a playlist. If you need, help hop over to willowwoodsolutions.com to contact Sherri Lund.


EPISODE CHAPTERS

0:00 Introducing Nick Dupre

9:17 Will vs. Trust (Easier for You vs. Easier for Your Kids)

12:31 Do You Need An Attorney for Probate in Texas?

13:20 Small Estate Affidavit and Avoiding Probate

15:07 Independent vs. Dependent Executor

18:45 Tips For Choosing An Executor For Your Will

20:43 How to Make Probate Easy For Your Named Executor

24:26 How Much Does Probate Cost Including Estate Taxes?

31:49 Why Attorneys Want To Work With A Probate Specialist (Like Sherri!)

34:01 How Long Does It Take To Get a Will or Estate Plan Done?


🌟 Tips for Making Your Will/Probate Easier for the Executor:

  • Choose an executor who's organized, can manage personalities, and stays focused under pressure.
  • Keep an updated list of all your assets, passwords, and usernames in a letter of instruction for your executor.
  • Remember, grieving takes time, so make room for your executor to process emotions while handling the practical stuff.


🤝 Contact Nick Dupre, Estate Planning and Probate Attorney

Phone: 832-482-4622
Website: https://www.stanfielddupre.com/
Email: info@stanfielddupre.com
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


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!

  continue reading

36 에피소드

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