Planning Matters
Planning Matters
Podcast Description
Guidance on estates and trusts from the Philadelphia firm of Commons & Commons LLP
Podcast Insights
Content Themes
Explores estate planning fundamentals, including gift tax implications, probate avoidance strategies, and trust creation. Recent episodes cover making gifts to children and family members and the pros and cons of probate, providing listeners with practical insights to enhance their estate plans.

Guidance on estates and trusts from the Philadelphia firm of Commons & Commons LLP
In this episode, estate planning attorneys Mary Beth Melso, Sierra Weinkam, and Christina Miller (https://www.commonslaw.com/lawyers) demystify the estate planning process. They cover essential documents, what to expect in a meeting, and how clients can prepare effectively.KeywordsEstate Planning, Wills, Power of Attorney, Healthcare Directive, Probate, Fiduciary Roles, Estate Meeting PreparationTopic areasKey estate planning documents: will, healthcare directive, power of attorneyWhat to expect during an estate planning meetingHow to prepare and what to bring to your estate planning sessionDifferences between probate and non-probate assetsRoles of executor, trustee, and guardianTakeawaysMost estate plans include a will, healthcare directive, and power of attorney.Preparation involves reviewing assets, liabilities, and thinking about beneficiaries.Clients can bring documents or contact info, but it's not necessary as notes are taken.Estate planning meetings are designed to be informative and supportive.

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