Protecting Resources and Family Peace - Estate Plan Best Practices

The Probate Podcast

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 and Florida, as she teams up with Sherri to share invaluable tips and real-world stories. You’ll learn when it’s crucial to update your estate plan, how to create a comprehensive plan tailored to different life stages, and much more.
There's something new to learn every week, so subscribe, hit the like button, and save this video to a playlist. If you need help, visit https://willowwoodsolutions.com to contact Sherri Lund.
Watch this episode on YouTube at https://youtu.be/mmCkLZmIvCI
🌟 6 Reasons to Update Your Estate Plan:
1. Family Changes: Whether it's marriage, divorce, or the birth of a child, you'll want to make sure your plan is up to date!
2. Asset Changes: Buying or selling significant assets like real estate or a business can impact your estate plan.
3. Relocation: Moving to a different state or country can affect legal requirements and tax implications. Different areas may also have different succession laws.
4. Tax Law Updates: Changes in tax laws related to estate planning can influence how your assets are managed and distributed.
5. Health Changes: Any changes in health or personal circumstances may impact decisions related to medical care and financial management - You’ll want to make sure your estate plan is updated accordingly!
6. Shifting Roles of Appointed Persons: Changes in relationships or circumstances may require reconsidering appointed roles (e.g., guardians, trustees) within your estate plan.
🤝 Contact Jana McCreary
Website: https:McCrearyLawOffice.com
LinkedIn: https://www.linkedin.com/in/janarmccreary
Facebook: https://facebook.com/mccrearylawoffice
Instagram: https://www.instagram.com/mccrearylawoffice/
🤝 Contact Sherri:
Sherri invites you to explore her toolbox of resources on the Willow Wood Solutions website and encourages you to reach out to her through the contact form.
📍 Website: https://WillowWoodSolutions.com
📞 Contact: [phone]
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
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