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Ep. 11 Estate Planning, Trusts, Probate…and how to keep the family together

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Manage episode 407333527 series 3559507
Content provided by Ron Greenwald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Greenwald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What to do as our parents age and pass? Leanne Maestre offers a guide to helping families (especially siblings) communicate and plan it together, for the best.

As parents age, often a child will move in with them to be a caregiver - it happens all the time. But once the parents are gone, painful legal issues can arise between siblings. Issues that can be solved with the right planning.

Leanne Maestre specializes in estate planning, trusts and probate, and illuminates many of the burning questions people have about trustees, fiduciaries, healthcare directives and so much more. She delves into the practical and emotional aspects of estate planning, incapacity and naming a trustee, and how to keep siblings on the same page - and together - at Thanksgiving. For anyone looking ahead, who may be concerned about what to do with Mom and Dad, or is currently going through it, this insightful, heartfelt conversation will answer many of the questions you may have and, more importantly, give you hope and a plan. A can’t-miss episode.

Let’s Get Social!

Website: https://www.kts-law.com

LinkedIn: https://www.linkedin.com/in/leanne-barbat-maestre-6b007728/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 407333527 series 3559507
Content provided by Ron Greenwald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Greenwald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What to do as our parents age and pass? Leanne Maestre offers a guide to helping families (especially siblings) communicate and plan it together, for the best.

As parents age, often a child will move in with them to be a caregiver - it happens all the time. But once the parents are gone, painful legal issues can arise between siblings. Issues that can be solved with the right planning.

Leanne Maestre specializes in estate planning, trusts and probate, and illuminates many of the burning questions people have about trustees, fiduciaries, healthcare directives and so much more. She delves into the practical and emotional aspects of estate planning, incapacity and naming a trustee, and how to keep siblings on the same page - and together - at Thanksgiving. For anyone looking ahead, who may be concerned about what to do with Mom and Dad, or is currently going through it, this insightful, heartfelt conversation will answer many of the questions you may have and, more importantly, give you hope and a plan. A can’t-miss episode.

Let’s Get Social!

Website: https://www.kts-law.com

LinkedIn: https://www.linkedin.com/in/leanne-barbat-maestre-6b007728/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

  continue reading

45 episodes

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