The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate

Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

'I'm going to see my estate attorney later today' would likely come across as a very bougie thing to say to your next-door neighbor as you cross paths mowing the yard on a Saturday. Yes, 'estate planning' has an air to it of gated mansions, manicured lawns, and brick-paved driveways but the truth is, if you own any home and have some savings, you have an estate. And if you have others living in said home - children, family members and/or a spouse - you want to protect your assets and those you love, right? That's what this episode is all about. Your host, Andy Keeler, welcomes estate planning expert and attorney, Bill Root. Andy and Bill dive into subjects like wills and trusts and specifically, what they do and don't do. It often comes as a surprise that assets passing under a will guarantee the delays and expense associated with probate. Plus, there are legal considerations surrounding your health care to think about. Additionally, if you have minor children and have established guardianship with a loving family member, that's great. But what if Uncle Larry isn't so great with a checkbook? You can (and should) make provisions for that as well. No matter how big or small, your 'estate' is YOURS and certainly worth protecting.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

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Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.