GUEST: Angela Klemack Santos

TITLE OF EPISODE:  Foundational Estate Planning Documents with Angela Klemack Santos, Esq.

SUMMARY OF EPISODE:

My guest of honor this week is my sister in law, Angela. Angela is a practicing attorney in South Florida who just happens to work with Trusts, Estates and Tax Planning!

Wahh! You KNOW I love this kind of information and I wanted to invite her to come on and share her thoughts on what she feels are the Foundational Estate Planning Documents so we can begin preparing for our own end of life estate planning, NOW.

Keep in mind… it doesn’t matter if you have USD 20,000 or USD 20 million… we all need the basic estate planning documents in place.

We leave no mess behind. We get our ducks in a row. We speak to the people that can help us. We start to write our thoughts, wishes and wants down. We may buy a kit or we hire an attorney if we have a more complex situation but we get started NOW.

The thought of a random stranger making a decision about MY end of life is a horrifying one.

Let’s do this, OK? Let’s get started and PLEASE make your wishes known before someone else has to make the decisions for you.

This is Swedish Death Cleaning, at it’s finest, my friend. You are never alone. If you need support, reach out a hand to me. I am but an email away.

Xx,

Åsa

P.S. This may be an episode you need to listen to several times as the information may be new to you. But PLEASE don’t give up because it’s new, it’s IMPORTANT. I would even say VITAL to your future. And even if you don’t want to do it for YOUR sake, please consider those that will have to clean up your mess when you’re gone.

IN THIS EPISODE I DISCUSS:

-Who is Angela?

-Foundational Estate Planning Documents (for the USA), what are they?

-Designing an Estate plan, feeling settled now. Feeling peaceful now.

-How to start? Decide what’s important to you. Your values. What things do you want to leave behind?

-Last Will and Testament

-Revocable Trust - Re-titling assets to it today in order to avoid probate

-Durable Power of Attorney

-Advanced Health Care Directives

-Executors + Successors Trustees - what’s the difference

-Living Will

-What happens if you don’t have a person designated? What happens if you don’t have a Will written and you die? What happens if you have nothing prepared?

-The time is now. The peace of mind once these docs are signed, and they can always be changed/updated!

-What can be re-titled now even if you don’t have a Will in place?

-Real Estate Deeds, with Right of Survivorship. Or a Lady Bird deed.

-Financial accounts - Payable on Death or Transfer on Death

-Retirement and Life Insurance: Beneficiary designations

MENTIONED IN THIS EPISODE:

Katz Baskies &  Wolf in Boca Raton FL.  Angela’s views and comments are hers alone and do not represent the firm.

Suze Orman https://willandtrust.musthavedocs.com/

CONTACT INFORMATION for KOMEIL ASLI, my Podcast Production Manager: Komeil Asli Freelance UI/UX Designer & Front-End Developer. komeil.asli@gmail.com

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If you have any general questions or comments for the show, or you’d like to work with us, email: moremosstothepeople@gmail.com

Thank you so much for listening!

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