Best Wealthcaregiving Podcasts (2024)

1
Protecting Resources and Family Peace - Estate Plan Best Practices 36:06

11d ago36:06

36:06

In this episode, we're diving into the essentials of estate planning. Estate planning isn’t just about protecting your assets after you’ve passed away; it's also about protecting your family and ensuring your wishes are honored if you were to become incapacitated. Join Jana McCreary, an experienced estate planning and probate attorney from Texas an…

1
An Inside Look At Moving A Declining Parent into Memory Care | Special Guest Beth Crocker 41:37

24d ago41:37

41:37

Join Beth Crocker, retired high school theater teacher and avid crafter, as she shares her personal journey of moving her declining parent into a memory care facility. Beth opens up about the challenges, decisions, and strategies her family used to provide the best care for her loved one. You’ll hear tips and heartfelt stories that shed light on th…

1
Proactive Estate Planning: Steps to Take Through Aging and Mental Decline 40:19

27d ago40:19

40:19

In this episode, Sherri interviews Adam Hundley from Your Legacy Legal Care, who has a wealth of estate planning knowledge in the context of aging and dementia diagnoses. Adam and Sherri share insights from their real-world experience on the difference proactive estate planning can make. Then, they share tips on how you can make it happen. From the…

1
What’s Memory Care Like? Senior Care Insights from Mike Houston at Proveer 43:08

1M ago43:08

43:08

Join Mike Houston, Director of Sales and Marketing at Proveer Memory Care, as he shares over 20 years of experience in the healthcare industry, specializing in memory care, home health, and hospice. He discusses how aging and home health care are evolving in 2024 and the amenities and personalized care offered by Proveer Memory Care. You’ll learn t…

1
How Blended Families Can Avoid Conflict with Inheritance: Estate Planning Tips 31:33

1M ago31:33

31:33

In this episode, estate law attorney Kyle Robbins shares invaluable insights into estate planning and probate, with a focus on blended families. Kyle offers practical tips and strategies to protect your family's future, avoiding problems like accidental disinheriting and property issues. With real-life examples and expert advice, this episode will …

1
Rising to the Challenge: Leadership in Probate and Inheritance with Leadership Coach Jim Herrington 41:30

2M ago41:30

41:30

In this episode, Jim Herrington explores the role of leadership in navigating the probate process and managing family dynamics during times of transition and stress. Drawing from his extensive experience in coaching and organizational consulting, Jim shares valuable insights on personal development, communication strategies, and the principles of f…

1
The Who, What, When, and How of Leaving Your Legacy: Estate Planning Tips 47:25

2M ago47:25

47:25

In episode 30, we're chatting with Probate and Guardianship attorney, John Henry III. He breaks down the wills vs. trusts debate to explain how sometimes wills are the right choice and how wills and trusts can work together. Plus, he shares underrated reasons for avoiding probate, like keeping your business out of everyone's business and making sur…

1
Free Help With Probate Tasks: How Executorium is Helping Estate Executors Nationwide 46:57

2M ago46:57

46:57

In Episode 29, George Compton, founder of Executorium.com, shares insights into the challenges faced by executors during the probate process. Executorium provides a comprehensive online platform offering directories of service providers, government resources, and articles to support you whether you're doing probate yourself or just need additional …

1
Shaking The Taboo and Embracing Hospice: Expert Insights from Social Worker Tiffany Carroll 48:45

2M ago48:45

48:45

In our 28th episode of The Probate Podcast, I chat with Tiffany Carroll, a hospice social worker who spills the beans on what hospice is really about. We bust myths about it being a death sentence, explaining how it can actually help people live better. Tiffany shares nuggets on why families sometimes struggle to embrace hospice, the vital role of …

1
When a Will Is Enough: The Trust vs. Will Debate And When Which Is Easier 43:45

3M ago43:45

43:45

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'r…

1
Everything You Need to Know About Senior Moves: Downsizing + Planning Tips for Parents and Family 50:00

3M ago50:00

50:00

In Episode 26, Elizabeth Strauss, a seasoned professional organizer and senior downsizing specialist, shares invaluable insights into the process of senior downsizing and transitioning to a new living arrangement. The conversation covers crucial considerations for families, the significance of safety, and the transformative benefits of moving to se…

1
Tips For When An Elderly Loved Ones Health Declines: Elder Law Insights 48:05

3M ago48:05

48:05

In Episode 25, Kim Hegland discusses the critical need for elder law planning, emphasizing the pitfalls of will-based planning, particularly in second marriages with his and her children. Kim shares insights into Medicaid's five-year look-back period, the importance of trust planning, and the differences between Lady Bird deeds and transfer on deat…

1
Help Is Out There, and You Should Know About It: Senior Transitions, End of Life, and Loss | The Probate Podcast 2024 12:41

3M ago12:41

12:41

Most people don’t know what help is out there in life’s toughest moments. Sherri met “Paul”, a young man on the brink of foreclosure, and discovered a deeply moving story involving inheritance, mental disability, and the challenges that follow the loss of a family member. This encounter ignited Sherri's commitment to assisting individuals during di…

1
Only 1200 real estate professionals are Certified Probate Experts. Here are 5 reasons to know one: 25:53

6M ago25:53

25:53

In this episode, you'll learn 5 reasons why Certified Probate Experts are the most underrated class of real estate professionals. This is part 2 of a two-part special episode with Melanie Hands. Catch Part 1 on: Podcast - https://www.buzzsprout.com/2201637/13972661 YouTube: https://www.youtube.com/watch?v=H03DQNZr3EQ Watch Part 2 on YouTube: https:…

1
Caregiving 101 - Everything You Need to Know About Being A Caregiver 37:27

6M ago37:27

37:27

In episode 22 of the Probate Podcast, we are joined by the amazing Melanie Hands. Melanie is a Registered Nurse, Certified Probate Expert, and real estate agent who founded a probate concierge service called The Probate Nurse. This episode is one part of her 2-part special and will focus on professional tips for caregivers that include grief manage…

1
Veteran Healthcare Options: Tips for Veterans with Medicare Coverage and VA Benefits 36:21

6M ago36:21

36:21

Learn how to maximize your veteran healthcare plan, avoid duplicative spending, and avoid the common mistakes Medicare coverage. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.com Join Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houstonprobatesupp…

1
Getting Through Probate Without Family Disputes: Tips From A Probate Litigation Attorney 29:40

6M ago29:40

29:40

Learn how to have comfortable inheritance conversations, reduce the risk of probate litigation, and prevent disputes over inherited property. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.com Join Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houst…

1
Real Estate Tips That Will Protect Your Equity: Valuations, Repairs, and Advice on “Rightsizing.” 34:48

7M ago34:48

34:48

Learn how to preserving your home's equity in probate as we dive into property valuation, downsizing, and more with Houston real estate expert Erica Sprague. Need help with real estate or probate? Contact Sherri Lund at WillWoodSolutions.com Join Sherri's Facebook Community for Q&A: https://www.facebook.com/groups/houstonprobatesupport/ Join us in …

1
Hospice tips for family members and caregivers | Surprising benefits + services at Devotion Hospice 34:38

7M ago34:38

34:38

Join us in Episode 18 as we break down the myths of hospice care and share expert tips for family members and caregivers navigating end-of-life care. Contact Sherri for all your Probate + Real Estate Needs in Conroe, Texas: WillowWoodSolutions.com EPISODE SUMMARY: Sherri Lund (WillowWoodSolutions.com) sits down with Shawn Stevens and Tiler Fletcher…

1
Handling Probate Admin Tasks: Benefits of Working With an Estate Close-Out Specialist 40:18

7M ago40:18

40:18

Is a probate close-out concierge service worth it? What will it handle and how much does it cost? Join us in Episode 17 as Matt Van Drimmelen, founder at Full Circle Aftercare, describes why he created his done-for-you probate service to handle administrative phone calls the closing of decedents’ accounts. Watch on YouTube: https://youtu.be/L7X6jvL…

1
How to Approach Special Needs Estate Planning Through Wills, Trusts, and Guardianships 45:25

7M ago45:25

45:25

Join us in Episode 16 of the Probate Podcast as estate planning attorney Carly Maderer shares her expertise on special needs trusts, guardianship designations, and ensuring inheritance doesn’t disqualify a beneficiary from benefits like SSDI and SSI. Watch on YouTube: https://youtu.be/qoTI8xp5At0 What You'll Learn: -The resources and community supp…

1
Help Texts: The simple, affordable way to give and receive expert grief support 38:34

7M ago38:34

38:34

Join us in Episode 15 as we talk about Help Texts, a service that offers expert grief support in a way that’s easy to give and receive. It is a great BetterHelp alternative and an unintrusive gift for a friend dealing with loss. To save, use our Help Texts promo code ProbatePodcast or visit HelpTexts.com/ProbatePodcast Watch on YouTube: https://www…

1
Senior Living Options and Expert Tips for The Assisted Living Search Process 32:19

8M ago32:19

32:19

Join us in Episode 14 as expert Senior Housing Guide Cassy Eriksson walks us through exactly how a seamless senior living transition works. You’ll learn: Why you don’t want a huge list of assisted-living options The surprising thing to know about sudden cognitive decline and UTIs How fast can someone be placed in an assisted living facility after a…

1
Tips for End-Of-Life Planning: Elder Law and Estate Planning with Laura Bromlow 39:38

8M ago39:38

39:38

Join us in Episode 13 as we lay out a roadmap for essential estate planning strategies for end-of-life decisions. From revocable trusts to guardianship nomination, Elder Law Attorney Laura Bromlow provides invaluable insights into creating a plan, caring for special needs relatives, and navigating complex family dynamics. In this episode, you'll le…

1
The Estate Sale Strategy for Marketing and Selling Probate Property | Probate Real Estate Tips 33:55

8M ago33:55

33:55

Join us in Episode 12 as we dive into the world of estate sales with the incredible Penny Parker. Wondering if it's worth the effort? Curious about when to have an estate sale? Get ready to uncover the answers to these questions and more in this insightful episode. Explore Probate Help on Sherri's Website: WillowWoodSolutions.com WATCH ON YOUTUBE: …

1
Fast Tracking Inheritance: How A Probate Cash Advance Can Make a Difference 43:42

8M ago43:42

43:42

Are you facing financial uncertainty while waiting for probate to settle? Most people don’t know there’s a solution when you need quick cash while an estate goes through probate. Join us in this episode as we cover everything you need to know about probate cash and inheritance advances with expert insights from Marc Harris, CEO of Probate Cash. We …

1
Everything You Need to Know About Selling An Inherited House Alone or With An Agent (PART 2) 23:44

9M ago23:44

23:44

This is episode 1 of a 2 part Estate Executor Guide. Catch part 1 here: https://www.buzzsprout.com/2201637/13362099-make-probate-easy-tips-for-estate-executors-hiring-out-tasks-the-probate-podcast-part-1 In Part 2 of our guide for estate executors, Reine Kassulker returns to uncover everything you need to know about selling a probate house, whether…

1
Make Probate Easy: Tips for Estate Executors & Hiring Out Tasks | The Probate Podcast (PART 1) 35:41

9M ago35:41

35:41

This is episode 1 of a 2 part Estate Executor Guide. Join us in this two-part series as we dive into the Executor's role in probate with Reine Kassulker, a licensed Minnesota Real Estate Agent specializing in helping families navigate difficult probate cases with less stress. In Part 1, Reine shares valuable insights on the essential duties of an e…

1
Probate Prevention 101: Simple, Easy, and Free Tips to Transfer Assets & Designate Beneficiaries 32:53

9M ago32:53

32:53

Discover straightforward methods to steer clear of probate and learn about common trust mistakes to safeguard your assets and ensure a smooth estate transfer. Join host Sherri Lund in a comprehensive episode with guest Teresa DeFord, an esteemed attorney specializing in family law, estate planning, and probate. Discover simple and effective ways to…

1
Why Are So Many Veterans Not Receiving Benefits? How to Find Veteran Support & Resources in Texas 42:42

9M ago42:42

42:42

In this episode, host Sherri Lund sits down with Shirley Uriostegui, a Navy veteran and the Regional Veteran Services Liaison-Program Coordinator at Tri-County Behavioral Healthcare. They dive into the experiences of women in the Navy, the availability of veterans' benefits and resources in Texas, the Military Veteran Peer Network, and the role of …

1
Today's Financial Plan, Tomorrow's Wealth Transfer: Integrated Estate Planning | The Probate Podcast 33:48

10M ago33:48

33:48

In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Matt Meredith, a seasoned expert in the financial planning and estate transfer space. Matt shares key insights into whether your financial advisor can handle your estate plan, the benefits of hybrid estate and financial planning, and some underrated tips for making sure y…

1
Expert Tips for Hoarding & Inherited Property Cleanout: How to Help & Ask for Help 30:46

10M ago30:46

30:46

In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Melissa Hamilton, a Certified Professional Organizer and the owner of Valhalla Organizing. Explore the transformative power of organizing and its impact on your life during the probate season or when downsizing. Melissa shares her expertise on managing clutter, addressing…

1
Estate Planning Secrets: Real Stories & Lessons for Avoiding Unexpected Heirs & Income Loss 36:25

10M ago36:25

36:25

In this episode, attorney Stephen Green sheds light on the implications of intestacy law and the potential pitfalls of passing away without a will (Like, 22 unexpected heirs showing up!). Through compelling real-life stories and practical insights, Stephen and Sherri dispel key myths about estate planning, inheritance, and preserving your legacy. E…

1
How to Choose The Best Medicare Plan: Insider Tips and Real-Life Lessons with Michelle Mitchell 26:03

10M ago26:03

26:03

In this episode, Michelle Mitchell, founder of Right Track Financial, shares valuable insights on how Medicare intersects with retirement planning and social security benefits. Through real stories and practical examples, Michelle guides listeners on the essential steps towards successful Medicare set-up. She offers expert advice finding the best M…

1
Navigating Wills & Inheritance: Top Tips To Avoid Probate Pitfalls with Estate Planning Attorney Emily Taylor 34:04

10M ago34:04

34:04

In this episode of The Probate Podcast, we're sitting down with Estate Planning Attorney Emily Taylor to make sense of the complex world of probate, estate planning, and inheritance. From understanding the impact of pre-nups and post-nups on wills to navigating probate in blended family situations, Emily's got you covered. Wondering who gets the ho…

1
Building the Probate Toolbox: A Candid Chat with Sherri Lund & Jen Gaudet 31:49

11M ago31:49

31:49

Join us for the debut episode of The Probate Podcast as we put the host in the hotseat! Sherri Lund, your Trusted Probate Resource and founder of Willow Wood Solutions, is interviewed by entrepreneur powerhouse, Jen Gaudet. Discover Sherri's journey through the world of probate, estate planning, and senior transition real estate in Houston, Texas. …

1
The Probate Podcast Episode Zero - The tips, resources & lessons to expect from Sherri Lund and Guest Hosts 4:51

11M ago4:51

4:51

Welcome to the first episode of the Probate Podcast - Be sure to subscribe to catch new episodes published every Thursday. ABOUT THE SHOW: The Probate Podcast, hosted by Sherri Lund, takes you on an informative journey through the complexities of probate, estate planning, and senior transition real estate in Houston and the surrounding Texas region…

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