Ep. 20 - Securing Your Future: Navigating Estate Law for Diverse Families with Kaitlyn
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In this episode of Be Your Money Hero, I sit down with Kaitlyn Davis, an accomplished attorney specializing in estate planning, estate administration, and probate litigation at Gendelman Klimas Edwards in Denver. Kaitlyn shares her expertise on navigating the complex world of estate planning, especially for non-traditional family structures and the LGBTQ community. We delve into the importance of having a will, the distinctions between wills and trusts, and the significance of designating beneficiaries correctly. Kaitlyn also explains the critical role of a healthcare power of attorney, particularly in states with restrictive laws, and the potential legal challenges faced by LGBTQ individuals. We discuss the necessity of regularly updating estate planning documents and the misconceptions surrounding estate planning. Kaitlyn emphasizes the value of having clear intentions and communication to prevent family disputes and costly litigation. This episode is packed with valuable insights for anyone looking to ensure their wishes are respected and their loved ones are provided for, regardless of their family structure.
Links/Resources:
- Kaitlyn's firm: gendelmanklimas.com
- Metro Volunteers: https://www.denbar.org/mvl
- Connect with Kaitlyn on LinkedIn: https://www.linkedin.com/in/kaitlyn-davis1110/
24 episodes