Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships

Estate planning is so much more than documents, it’s about relationships. Which also makes this such a tricky topic. This episode, estate planning attorney Heather Walser joins us from Lavelle Law to share her perspective on the legal and relational side to successful estate plans.

Behind the Designs Ep. 25 : Creating Successful Estate Plans and Strong Family Relationships

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

1:14 Meet Heather Walser!

4:36 What has changed in estate planning since 2020?

12:58 How can parents and their kids work together to manage estate plans?

18:27 What is the difference between a POA and a Trustee?

31:47 What happens when you don’t have estate plans?

38:22 What stops people from getting estate plans?

Links for Creating Successful Estate Plans and Strong Family Relationships

• Learn more about Heather Walser here!
• Find out more about Lavelle Law, their attorneys, and legal services at their website here!
• Read Rob’s Article “Leaving a Legacy by Thinking Two Generations Deep.”
• Watch this video on Creating and Funding Estate Plans to understand you next steps.
• See how we as financial advisors work with our clients on their Legacy and Estate Planning.

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 24

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guests : Heather Walser, Estate Planning Attorney and Shareholder at Lavelle Law.