Are your assets really safe? Imagine the legacy you’ve built being caught in a courtroom maze. In this episode, I reveal how a simple will can spiral into costly disputes—and why a trust might be your secret weapon. Join me as we uncover real-life drama, hidden estate planning truths, and ask: Is your legacy truly protected?

What happens when the future you assume is secure is suddenly thrown into chaos? In my latest episode, I explore Maria and Tim’s raw story—one where an unwritten will led to a two-year legal battle and unimaginable heartache. How prepared are you for life’s unexpected turns? Can a few hours of planning truly safeguard your legacy? Join me as we uncover the hidden costs of inaction.

In this episode of The Legacy Talk Podcast, we dive into the crucial topic of avoiding guardianship. Discover practical steps to protect yourself and your loved ones, including the importance of durable power of attorney, healthcare directives, and revocable living trusts. Learn how to ensure your wishes are honored and avoid costly, public court proceedings.

Tune in for real stories and expert insights to safeguard your future and legacy. Don't miss this essential guide to maintaining control over your affairs.

Discover the power of trusts in this episode of The Legacy Talk Podcast. Learn how trusts can help you control your estate, avoid probate, and ensure your assets are distributed according to your wishes. We break down the basics, types of trusts, and how they can benefit your family's future.

Whether you're planning for retirement or safeguarding your legacy, this episode is packed with valuable insights. Tune in to gain a better understanding of how trusts can secure your estate.

In this episode of The Legacy Talk Podcast, we dive into Commandment Two: Cultivating Financial Wisdom. Join us as we discuss responsible saving and investing strategies with Brock Bennion of Kimball Creek Partners.

Learn about key principles like the Rule of 72, the importance of diversification, and how to impart financial wisdom to the next generation. A must-listen for anyone interested in building and preserving wealth for their legacy.

In this episode of The Legacy Talk Podcast, we discuss the importance of incorporating funeral plans into your estate plan. Learn how pre-planning your funeral can ease the burden on your loved ones and ensure your wishes are honored. I’m joined by Lisa Hutchins from Mountain View Funeral Home, who shares valuable insights on the benefits of pre-planning, how to get started, and what to consider.

Tune in to gain peace of mind and make informed decisions for your future. Listen now!