Please tune in to the “What You Need to Know About Estate Planning and Probate” Podcast with Olesya Sidorkina: Creating Wealth Podcast | TABER Asset
We will cover questions such as:
- What inspired you to become an attorney who specializes in estate planning?
- Can you explain what estate planning is and why it’s important, even for younger generations who may not have significant assets yet?
- What are the essential components of an estate plan that everyone, regardless of age or wealth, should consider?
- What are some common mistakes people make in estate planning, and how can they avoid them? (What is probate?)
- Can you explain the difference between a will and a (revocable living) trust, and when someone might need one over the other?
- What is the importance of beneficiary designations on accounts like retirement funds, life insurance, and annuities, and how often should these be reviewed?
- Is estate planning expensive, and are there affordable options for young people who want to get started? When is it crucial to consult with an estate attorney?
- How often should people revisit and update their estate plans to ensure they’re up to date and reflective of their current wishes?
- What’s one piece of advice you would give to Millennials and Gen Z who might have just started to think about estate planning?
Bill Taber and Anastasia Taber, CFP®|11/22/2024
