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Ep. 17: Nailing the Essentials: 10 Must-Discuss Topics for Married Couples Before Meeting an Estate Planning Attorney
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Have you yet found yourselves discussing estate planning and elder law basics as a couple? It's time to get serious about these critical topics, and Attorney Ted Gudorf is here to guide you through it all. He covers everything from having a conversation about your estate plan goals, to sharing information about assets, income, and debt, and even deciding whether to own assets separately or jointly. He also dives into planning for incapacity, long-term care insurance, and the many options available to couples looking to protect themselves and their assets.
In the latter half of the discussion, Ted uncovers the often-overlooked topic of tangible personal property and its sentimental value. Did you know that family disputes over these items are often more intense than those over money? Ted shares tips on having a plan for these items, avoiding family disputes, and making important decisions about beneficiaries, trusts, and end-of-life care.
Our host reminds us of the importance of having an estate plan in place sooner rather than later, and shares resources to get started with the process. After all, the time to repair the roof is when the sun is shining!
Key Topics:
- Having the Estate Planning Conversation with Your Partner (1:17)
- “How do we want to own assets?" (3:52)
- How to Handle Incapacity (4:13)
- The Conversation Around Long-term Care (6:54)
- How to Handle Your Personal Property after Passing (8:55)
- Assigning Beneficiaries (11:18)
- Charitable Contributions Upon Death (16:59)
- Wrap-up (17:36)
Resources:
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