Estate Planning: Finding the Motivation to Get It Done

If you’re putting off your ⁠estate planning⁠, you’re not alone. Many people find it difficult to prioritize their planning amid the hustle and bustle of everyday life. Not knowing where to start, fear of the unknown, getting family members on the same page…the list of reasons goes on.

On this Life Happens episode we will get you over the hump! Hear from experienced attorneys Lou Pierro and Kristen Peck about clients who struggled to make time for estate planning and found reasons and determination to get it done.

Lou and Kristen will also walk you through the stages of planning, starting with a thorough questionnaire to:

• Write down who you would select for your ‘agents’ for each document, such as a ⁠will⁠, a ⁠power of attorney⁠, a ⁠health care proxy⁠ and ⁠DORA⁠ (we’ll explain on the show).
• List your assets, from financial accounts to property.

It’s also important to educate yourself, and during the Show, Lou will be telling you about our free ⁠Estate Planning Guide⁠, as well as what to expect when you first meet with an attorney to set your estate plan in motion.

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