If You Don’t Plan, You’re Stupid™
If You Don’t Plan, You’re Stupid™
Podcast Description
”If You Don’t Plan, You’re Stupid” is a podcast featuring estate planning attorney Andrew Rosenberg. The show aims to demystify estate planning and demonstrate why planning for your future is crucial for everyone, regardless of age or wealth status.blog
Podcast Insights
Content Themes
The podcast focuses on key topics in estate planning, including the differences between wills and trusts, common misconceptions about estate planning, and the necessity of planning for both death and incapacity, with episodes like Wills vs. Trusts: What’s the Difference and Why You Need an Estate Plan discussing practical aspects and real-life stories to illustrate the importance of these topics.
”If You Don’t Plan, You’re Stupid” is a podcast featuring estate planning attorney Andrew Rosenberg. The show aims to demystify estate planning and demonstrate why planning for your future is crucial for everyone, regardless of age or wealth status.blog
Summary:
In this episode, Andy explains what to do after a loved one passes away. He walks families through both the emotional and legal steps they should take, including how to handle grieving, order death certificates, locate important estate planning documents, and contact Social Security. Andy also shares how his firm’s “Legacy Portal” helps families stay organized and avoid confusion during a difficult time. He explains what probate is, how it works, and how to keep assets out of court through proper planning.
Key Timestamps:
00:00 – Introduction
01:15 – Focus on Family and Grieving
02:30 – Ordering Death Certificates
04:45 – Finding Estate Planning Documents
06:40 – The Legacy Portal
09:50 – When a Will Can’t Be Found
11:15 – Where to Store Legal Documents
13:30 – Contacting Social Security
14:20 – Understanding Probate
16:00 – What Assets Go Through Probate
17:00 – Joint Ownership vs. Trusts
18:30 – Final Thoughts
Show Description:
When a loved one passes away, knowing what to do next can ease both emotional and legal stress. In this episode, Andy outlines the essential steps families should take after a death—from ordering death certificates and finding wills to understanding probate and the role of trusts. He also explains how his firm’s Legacy Portal helps clients stay organized and make the process easier for their families.
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