Catching Up to FI

Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121

Feb 9, 2025
Guest
Jenny Rozelle
Jenny Rozelle, an attorney at Indiana Estate and Elder Law, brings her legal expertise and humor to the table. She tackles estate planning essentials like wills, trusts, and healthcare directives in an engaging way. Jenny shares cautionary tales and celebrity mishaps to illustrate the real-life implications of poor planning. Listeners learn about the significance of communication within families regarding legal documents and the pitfalls of navigating probate and beneficiary designations without professional help.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
ADVICE

Incapacity Planning

  • Prepare for incapacity with healthcare and financial powers of attorney.
  • Designate someone to make medical and financial decisions if you cannot.
ADVICE

Transparent Communication

  • Have transparent conversations with your family about your estate plan.
  • Disclose who makes decisions and where documents are stored.
ADVICE

Post-Death Documents

  • Create a last will and testament to distribute your assets.
  • Consider a trust for complex situations like blended families.
Get the Snipd Podcast app to discover more snips from this episode
Get the app