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The Who, What, When, and How of Leaving Your Legacy: Estate Planning Tips

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Manage episode 406485474 series 3484634
Content provided by Sherri Lund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sherri Lund 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.

In episode 30, we're chatting with Probate and Guardianship attorney, John Henry III. He breaks down the wills vs. trusts debate to explain how sometimes wills are the right choice and how wills and trusts can work together. Plus, he shares underrated reasons for avoiding probate, like keeping your business out of everyone's business and making sure your assets don’t get locked up in a lengthy legal process.
There's something new to learn every week, so make sure you subscribe! If you need, help hop over to https://willowwoodsolutions.com to contact Sherri Lund.
🌟 Benefits of Probate Avoidance:
1) Protect Privacy
2) Save Time
3) Maintain Control Over Assets
4) Tax Advantages
🤝 Contact John Henry III Guardianship and Probate Attorney at John B Henry III PLLC
Phone: (832) 464-5767
Instagram: / johnbhenry.iii
Facebook: / johnhenrylawattorney
Website: https://JohnHenryLaw.com
🤝 Contact Sherri, Senior Placement Advisor and Probate Guide
📍 Website: https://WillowWoodSolutions.com
📞 Contact: (832) 640-2997
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


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.
Please consider kindly rating this show so others can find it!

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 406485474 series 3484634
Content provided by Sherri Lund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sherri Lund 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.

In episode 30, we're chatting with Probate and Guardianship attorney, John Henry III. He breaks down the wills vs. trusts debate to explain how sometimes wills are the right choice and how wills and trusts can work together. Plus, he shares underrated reasons for avoiding probate, like keeping your business out of everyone's business and making sure your assets don’t get locked up in a lengthy legal process.
There's something new to learn every week, so make sure you subscribe! If you need, help hop over to https://willowwoodsolutions.com to contact Sherri Lund.
🌟 Benefits of Probate Avoidance:
1) Protect Privacy
2) Save Time
3) Maintain Control Over Assets
4) Tax Advantages
🤝 Contact John Henry III Guardianship and Probate Attorney at John B Henry III PLLC
Phone: (832) 464-5767
Instagram: / johnbhenry.iii
Facebook: / johnhenrylawattorney
Website: https://JohnHenryLaw.com
🤝 Contact Sherri, Senior Placement Advisor and Probate Guide
📍 Website: https://WillowWoodSolutions.com
📞 Contact: (832) 640-2997
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


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.
Please consider kindly rating this show so others can find it!

  continue reading

37 episodes

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