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Estate Planning & Probate Podcast

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:

  1. What inspired you to become an attorney who specializes in estate planning?
  2. Can you explain what estate planning is and why it’s important, even for younger generations who may not have significant assets yet?
  3. What are the essential components of an estate plan that everyone, regardless of age or wealth, should consider?
  4. What are some common mistakes people make in estate planning, and how can they avoid them? (What is probate?)
  5. Can you explain the difference between a will and a (revocable living) trust, and when someone might need one over the other?
  6. What is the importance of beneficiary designations on accounts like retirement funds, life insurance, and annuities, and how often should these be reviewed?
  7. 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?
  8. How often should people revisit and update their estate plans to ensure they’re up to date and reflective of their current wishes?
  9. 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

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