Ensuring Your Legacy: Expert Advice on Estate Planning & Elder Law

Law Have Mercy!

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Do you have an estate plan in place? Join us as we sit down with Julie Rosenzweig, an expert attorney in estate planning and elder law, trusts and probate, and family law to discuss why everyone from 18 to 108 years old should have a basic plan to protect their loved ones in case of death or incapacity. From wills and powers of attorney to living wills and guardianship nominations, we cover the essential documents needed for a solid estate plan.
Throughout our conversation, Julie emphasizes the importance of updating your estate plan as life changes occur - marriage, divorce, the birth of a child, or the sale of large assets. We explore the various types of trusts available to protect assets for minors, people with disabilities, and help with government benefits. Plus, Julie provides invaluable insights on the federal estate tax exemption rate and how state rules can impact your future planning.
Don't miss this eye-opening discussion as we also delve into the probate process, the community property element of life insurance policies, and the critical importance of updating beneficiary designations. Julie shares her expert advice on ensuring your life insurance policies and other assets are properly designated with the right beneficiaries when life events like divorce or death of a loved one occurs. This episode is packed with essential information on estate planning and elder law - listen in to protect your assets and your loved ones' future!
Julie Rosenzweig is now Special Counsel at Galloway Johnson Tompkins Burr & Smith. She can be reached at the contact information found on here.

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This show is co-produced by Carter Simoneaux of AcadianaCasts Network, Chaz H. Roberts of Chaz Roberts Law and Kayli Guidry Bonin of Beau The Agency.

Chapters

1. Estate Planning and AI Investment (00:00:00)

2. The Importance of Estate Planning (00:02:38)

3. Estate Planning and Trusts (00:15:59)

4. Estate Planning and Medicaid Eligibility (00:25:09)

5. Importance of Updating Beneficiary Designations (00:39:00)

6. Julie Rosen's Wig (00:45:57)